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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC4+ years Filed as: DICKINSON GROUP, LLC Service code 14 · EIN 20-1241472 | Plan Administrator | $63,619 |
Filed as: TEAL, BECKER, & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $44,586 |
O'SULLIVAN ASSOCIATES4+ years Service code 11 · EIN 20-8199367 | Actuarial | $34,500 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $33,782 |
BARNES, IACCARINO & SHEPHERD LLP4+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $31,075 |
BOSTON PARTNERS4+ years Filed as: BOSTON PARTNERS/ROBECO LCV Service code 28 · EIN 98-0202744 | Investment Management | $23,250 |
Filed as: TCW GROUP, INC. Service code 28 · EIN 95-2749628 | Investment Management | $20,313 |
Service code 10 · EIN 16-1120588 | Accounting | $18,794 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $9,750 |
SLEVIN & HART, P.C.2 years Service code 29 · EIN 52-1708613 | Legal | $5,152 |
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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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -4.43% | -0.95%-3.5pp | -0.67%-3.8pp | -0.69%-3.7pp |
| Employer contribution / active EE | $14,181 | $18,555-23.6% | $31,731-55.3% | $16,786-15.5% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |