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| Provider | Service type | Compensation |
|---|---|---|
DEBRA WALSH1+ years Service code 30 · EIN 13-6086163 | Employee (plan) | $112,176 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $84,802 |
ENNIS HARGADON, LLC1+ years Service code 10 · EIN 47-1121653 | Accounting | $45,289 |
NEW & KARFUNKEL, P.C.1+ years Service code 29 · EIN 22-2553368 | Legal | $43,397 |
I.E. SHAFFER & CO.1+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $36,630 |
QUAN-VEST CONSULTANTS, INC.1+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $23,712 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $22,031 |
Filed as: SILVERCREST ASSET MANAGMENT GROUP Service code 28 · EIN 13-4194623 | Investment Management | $18,231 |
MARRINAN & MAZZOLA MARDON P.C.1+ years Filed as: MARRINAN & MAZZOLA MARDON, P.C. Service code 29 · EIN 13-3303633 | Legal | $17,535 |
SEAN MEAD1+ years Filed as: SEAN BOYLE Service code 13 16 MERRIMAN AVENUE · STATEN ISLAND, NY 10314 | Contract Administrator | $8,798 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $253,870-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 15.7%-15.7pp |
| Annual return | -1.66% | -1.43%-0.2pp | -1.10%-0.6pp | -7.14%+5.5pp |
| Employer contribution / active EE | $3,088 | $13,548-77.2% | $27,248-88.7% | $14,613-78.9% |
| Participant deferral / active EE | $0 | $233-100.0% | $105-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $702,575-100.0% | $1,191-100.0% |