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| Provider | Service type | Compensation |
|---|---|---|
TENJ WELFARE FUND5+ years Service code 49 · EIN 22-1461069 | Other Services | $967,228 |
NEW & KARFUNKEL, P.C.5+ years Service code 29 · EIN 22-2553368 | Legal | $156,777 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $154,685 |
Service code 29 · EIN 41-2044610 | Legal | $131,786 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $77,000 |
Filed as: INNOVATIVE SOFTWARE SOLUTION Service code 49 · EIN 23-2182079 | Other Services | $54,938 |
SAGE ADVISORY SERVICES4 years Filed as: SAGE ADVISORY SERVICES, LTD, CO. Service code 27 · EIN 74-2798841 | Advisory (Plan) | $44,190 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $36,000 |
BAHL & GAYNOR4 years Filed as: BAHL & GAYNOR INC Service code 68 · EIN 31-1297139 | Soft dollars commissions | $25,228 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 | Insurance Commissions | $22,253 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 18.82% | 33.70%-14.9pp | 14.64%+4.2pp | 53.27%-34.4pp |
| Employer contribution / active EE | $16,078 | $14,473+11.1% | $41,831-61.6% | $14,774+8.8% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |