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| Provider | Service type | Compensation |
|---|---|---|
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOSEPH BARNASHUK Service code 30 · EIN 13-3234213 | Employee (plan) | $56,380 |
TAMMI HABERMEHL2+ years Service code 30 · EIN 13-3234213 | Employee (plan) | $30,565 |
Service code 10 · EIN 47-1793720 | Accounting | $15,876 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $10,396 |
LIPSITZ GREEN SCIME & CAMBRIA2+ years Service code 29 · EIN 16-0905097 | Legal | $8,321 |
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 | $425,338-100.0% | $411,917-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.6%-35.6pp | 16.2%-16.2pp | 45.9%-45.9pp |
| Annual return | 116.11% | 9.03%+107.1pp | 10.36%+105.7pp | 10.21%+105.9pp |
| Employer contribution / active EE | $0 | $48,592-100.0% | $37,738-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |