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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROAD CARRIERS LOCAL 707 PENSION Service code 49 · EIN 51-6106510 | Other Services | $57,934 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $57,270 |
Filed as: KEYSTONE 74 BENEFITS AND ADMIN Service code 11 3031B WALTON ROAD · PLYMOUTH MEETING, PA 19462 | Actuarial | $52,225 |
PRAGER METIS CPAS, LLC7 years Service code 10 · EIN 06-1667465 | Accounting | $32,981 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $32,083 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $23,676 |
SPIVAK LIPTON LLP4 years Filed as: SPIVAK, LIPTON, WATANABE & MOSS LLP Service code 29 · EIN 13-3494495 | Legal | $19,549 |
US BANK3 years Service code 21 · EIN 31-0841368 | Bank Trustee | $11,582 |
STETSON CYBERGROUP INC.1 year Service code 49 80 ARKAY DR SUITE 210 · HAUPPAUGE, NY 11788 | Other Services | $7,638 |
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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 | $0 | $249,316-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 59.4%-59.4pp | 0.0%0pp |
| Annual return | 8.03% | 10.08%-2.1pp | 10.61%-2.6pp | 10.08%-2.1pp |
| Employer contribution / active EE | $3,249 | $15,414-78.9% | $31,160-89.6% | $15,414-78.9% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $24-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $1,819-100.0% | - |