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| Provider | Service type | Compensation |
|---|---|---|
PIERCE, FENNER AND SMITH4 years Filed as: PEIRCE PARK GROUP Service code 28 · EIN 51-0311895 | Investment Management | $110,544 |
O'SULLIVAN ASSOCIATES4 years Filed as: O'SULLIVAN ASSOCIATES INC Service code 11 · EIN 20-8199367 | Actuarial | $20,865 |
Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $19,480 |
LIPSITZ GREEN SCIME & CAMBRIA10+ years Filed as: LIPSITZ GREEN SCIME CAMBRIA Service code 29 · EIN 16-0905097 | Legal | $17,531 |
Filed as: ARCARA LENDA EUSANIO & STACEY CPAS Service code 10 · EIN 47-1793720 | Accounting | $13,850 |
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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 | $36,224-100.0% | $186,703-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 2.5%-2.5pp |
| Annual return | 7.62% | 9.00%-1.4pp | 8.93%-1.3pp | 8.25%-0.6pp |
| Employer contribution / active EE | $12,279 | $14,409-14.8% | $26,306-53.3% | $18,668-34.2% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $0-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $2,041-100.0% | $200-100.0% |