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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN TRUST COMPANY Service code 28 · EIN 02-0448023 ONE COURT STREET · LEBANON, NH 03766 | Investment Management | $249,059 |
TOWLE & CO.1 year Service code 28 · EIN 43-1238562 1610 DES PERES ROAD · ST. LOUIS, MO 63131 | Investment Management | $30,258 |
PREFERRED PENSION PLANNING4+ years Filed as: PREFERRED PENSION PLANNING CORP Service code 11 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Actuarial | $25,250 |
Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment management fees paid indir... | $21,277 |
WITHUMSMITH+BROWN, PC4+ years Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 506 CARNEGIE CENTER · PRINCETON, NJ 08540 | Accounting | $17,750 |
ADP BROKER-DEALER3 years Filed as: ADP Service code 12 · EIN 22-3006057 1851 N. RESLER DRIVE · EL PASO, TX 79912 | Claims processing | $5,416 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -10.15% | -0.95%-9.2pp | -0.67%-9.5pp | -0.69%-9.5pp |
| Employer contribution / active EE | $0 | $18,555-100.0% | $31,731-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |