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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE NW, STE 450 · WASHINGTON, DC 20036 | Legal | $59,064 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 18861 S. 90TH AVENUE SUITE A · MOKENA, IL 60448 | Contract Administrator | $51,504 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 · EIN 52-1231144 325 SENTRY PARKWAY, BLDG 5 STE 200 · BLUE BELL, PA 19422 | Actuarial | $43,266 |
BONADIO & CO., LLP4+ years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 6 WEMBLEY COURT · ALBANY, NY 12205 | Accounting | $41,600 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 1448 BALLTOWN ROAD · NISKAYUNA, NY 12309 | Investment Management | $23,649 |
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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 | -3.89% | -0.95%-2.9pp | -0.67%-3.2pp | -0.69%-3.2pp |
| Employer contribution / active EE | $10,281 | $18,555-44.6% | $31,731-67.6% | $16,786-38.8% |
| 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% |