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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $167,110 |
O'SULLIVAN ASSOCIATES3 years Service code 11 · EIN 20-8199367 | Actuarial | $52,150 |
DEBORAH DANNER4 years Service code 30 · EIN 13-6594795 | Employee (plan) | $49,045 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $43,962 |
C AND S CONSULTING3 years Service code 20 · EIN 87-2270288 | Direct payment from the plan; Trustee... | $38,400 |
COUNSEL ADVISORS, INC.1 year Service code 16 · EIN 93-2423182 | Consulting | $38,400 |
THE BANK OF NEW YORK MELLON6 years Service code 19 · EIN 13-5160382 | Securities Custodian | $35,711 |
QUAN-VEST CONSULTANTS, INC.3 years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $30,000 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $27,701 |
HSSH CONSULTING1 year Filed as: HSSH CONSULTING, LLC Service code 16 · EIN 93-3875450 | Consulting | $27,072 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 87.81% | 10.25%+77.6pp | 8.34%+79.5pp | 8.21%+79.6pp |
| Employer contribution / active EE | $13,174 | $16,685-21.0% | $30,790-57.2% | $13,837-4.8% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |