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| Provider | Service type | Compensation |
|---|---|---|
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH BARNASHUK Service code 30 · EIN 13-3234213 | Employee (plan) | $56,371 |
Service code 10 · EIN 47-1793720 | Accounting | $30,152 |
TAMMI HABERMEHL1+ years Service code 30 · EIN 13-3234213 | Employee (plan) | $27,202 |
LIPSITZ GREEN SCIME & CAMBRIA1+ years Service code 29 · EIN 16-0905097 | Legal | $16,210 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $8,943 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | 80.28% | 3.93%+76.3pp | 4.74%+75.5pp | 4.16%+76.1pp |
| Employer contribution / active EE | $0 | $47,405-100.0% | $36,089-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |