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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $52,651 |
CAMILLE LUISI1 year Service code 14 · EIN 13-6626195 | Plan Administrator | $40,236 |
LISA LINDAUER1 year Filed as: LISA COMPAGNA Service code 30 · EIN 13-6626195 | Employee (plan) | $35,587 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $32,276 |
SPIVAK LIPTON LLP1 year Service code 29 · EIN 13-1494495 | Legal | $27,600 |
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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 | $124,814-100.0% | $124,814-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.7%-43.7pp |
| Annual return | 432.33% | 8.40%+423.9pp | 10.52%+421.8pp | 13.05%+419.3pp |
| Employer contribution / active EE | $4,842 | $31,324-84.5% | $26,749-81.9% | $37,652-87.1% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,365-100.0% |