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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC5+ years Filed as: DICKINSON GROUP, LLC Service code 14 · EIN 20-1241472 | Plan Administrator | $58,710 |
Filed as: TEAL, BECKER, & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $42,426 |
O'SULLIVAN ASSOCIATES5+ years Service code 11 · EIN 20-8199367 | Actuarial | $35,428 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $24,938 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,500 |
BOSTON PARTNERS5+ years Filed as: BOSTON PARTNERS/ROBECO LCV Service code 28 · EIN 98-0202744 | Investment Management | $18,267 |
Filed as: TCW GROUP, INC. Service code 28 · EIN 95-2749628 | Investment Management | $18,094 |
Service code 15 · EIN 13-3762345 | Recordkeeping | $12,143 |
PENSION ASSURANCE LLP1 year Filed as: PENSION AND ANNUITY PLAN OF BRICKLA Service code 14 · EIN 51-6135291 | Plan Administrator | $9,619 |
BARNES, IACCARINO & SHEPHERD LLP5+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $8,795 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 15.89% | 11.52%+4.4pp | 10.56%+5.3pp | 16.32%-0.4pp |
| Employer contribution / active EE | $9,532 | $11,821-19.4% | $30,197-68.4% | $17,007-44.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |