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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC5 years Service code 28 · EIN 26-1429809 | Investment Management | $240,574 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $159,918 |
US BANK1 year Service code 19 · EIN 31-0841368 | Securities Custodian | $150,238 |
PRECIOSA LAVRADOR8+ years Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $143,889 |
Service code 28 · EIN 13-3863161 | Investment Management | $142,574 |
ANA SILVA8+ years Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $82,143 |
Service code 28 · EIN 20-0626809 | Investment Management | $81,709 |
JERRY VITA8+ years Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $81,290 |
OXFELD COHEN PC6 years Service code 29 · EIN 01-0725849 | Legal | $76,464 |
BRIAN FREEMAN2 years Filed as: BRIAN D. SULLIVAN LAW OFFICE Service code 29 17 CHESTNUT DRIVE · CHESTER, NJ 07930 | Legal | $75,600 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -16.43% | -2.41%-14.0pp | -38.86%+22.4pp | 23.41%-39.8pp |
| Employer contribution / active EE | $4,777 | $7,691-37.9% | $37,752-87.3% | $12,650-62.2% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |