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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST COMPANY Service code 28 · EIN 02-0448023 ONE COURT STREET · LEBANON, NH 03766 | Investment Management | $197,107 |
Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment management fees paid direc... | $21,557 |
PREFERRED PENSION PLANNING1+ years Filed as: PREFERRED PENSION PLANNING CORP Service code 11 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Actuarial | $16,150 |
WITHUMSMITH+BROWN, PC1+ years Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $15,600 |
GOLDMAN SACHS1+ years Filed as: TOWLE CAPITAL PARTNERS II, LP Service code 28 · EIN 20-3893660 1610 DES PERES ROAD · ST. LOUIS, MO 63131 | Investment Management | $12,887 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,458-100.0% | $108,235-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | - |
| Annual return | -2.44% | 4.11%-6.6pp | -1.08%-1.4pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $35,779-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $238-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $13,449-100.0% | - |