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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN TRUST COMPANY Service code 28 · EIN 02-0448023 ONE COURT STREET · LEBANON, NH 03766 | Investment Management | $270,663 |
TOWLE & CO.3 years Service code 28 · EIN 43-1238562 1610 DES PERES ROAD · ST. LOUIS, MO 63131 | Investment Management | $20,859 |
WITHUMSMITH+BROWN, PC6+ years Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 506 CARNEGIE CENTER · PRINCETON, NJ 08540 | Accounting | $19,100 |
PREFERRED PENSION PLANNING6+ years Filed as: PREFERRED PENSION PLANNING CORP Service code 11 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Actuarial | $17,420 |
ADP BROKER-DEALER5 years Filed as: ADP Service code 12 · EIN 22-3006057 1851 N. RESLER DRIVE · EL PASO, TX 79912 | Claims processing | $6,405 |
Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment management fees paid direc... | $2,162 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 8.83% | 9.30%-0.5pp | 7.87%+1.0pp | 627.08%-618.3pp |
| Employer contribution / active EE | $42,254 | $21,052+100.7% | $31,784+32.9% | $18,824+124.5% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $241-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |