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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN TRUST COMPANY Service code 28 · EIN 02-0448023 ONE COURT STREET · LEBANON, NH 03766 | Investment Management | $277,347 |
GOLDMAN SACHS3+ years Filed as: TOWLE CAPITAL PARTNERS II, LP Service code 28 · EIN 20-3893660 1610 DES PERES ROAD · ST. LOUIS, MO 63131 | Investment Management | $21,515 |
Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment management fees paid direc... | $18,411 |
WITHUMSMITH+BROWN, PC3+ years Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $17,500 |
PREFERRED PENSION PLANNING3+ years Filed as: PREFERRED PENSION PLANNING CORP Service code 11 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Actuarial | $16,660 |
ADP BROKER-DEALER2 years Filed as: ADP Service code 12 · EIN 22-3006057 1851 N. RESLER DRIVE · EL PASO, TX 79912 | Claims processing | $5,138 |
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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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 16.91% | 10.88%+6.0pp | 9.39%+7.5pp | 13.95%+3.0pp |
| Employer contribution / active EE | $0 | $18,458-100.0% | $33,466-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |