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| Provider | Service type | Compensation |
|---|---|---|
FRANK ASPREA7+ years Service code 30 · EIN 13-6696819 | Employee (plan); Direct payment from ... | $140,819 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $64,463 |
Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $26,250 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 19 505 NORTH HWY 169, SUITE 900 · PLYMOUTH, MN 55441 | Securities Custodian | $19,147 |
SPIVAK LIPTON LLP1 year Filed as: SPIVAK, LIPTON, WATANABE & MOSS LLP Service code 29 · EIN 13-3494495 | Legal | $18,008 |
NOVAK FRANCELLA LLC4 years Service code 10 · EIN 61-1436956 | Accounting | $18,000 |
PRAGER METIS CPAS, LLC4 years Service code 10 · EIN 06-1667465 | Accounting | $9,773 |
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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 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | 4.15% | -12.27%+16.4pp | -8.79%+12.9pp | 2.77%+1.4pp |
| Employer contribution / active EE | $3,670 | $13,732-73.3% | $43,463-91.6% | $15,262-76.0% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |