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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON5+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $38,778 |
O'BRIEN BELLAND & BUSHINSKY5+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $29,171 |
Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 20000 HORIZON WAY · MOUNT LAUREL, NJ 08054 | Contract Administrator | $14,564 |
NOVAK FRANCELLA LLC5+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $10,000 |
WILLIAM BLAIR5+ years Filed as: WILLIAM A. MARTIN Service code 20 203 E FRONT STREET · MEDIA, PA 19063 | Direct payment from the plan; Trustee... | $8,000 |
FRANK M. VACCARO & ASSOCIATES5+ years Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-2148108 | Contract Administrator | $7,389 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 37.9%-37.9pp | 47.3%-47.3pp |
| Annual return | -7.08% | 10.22%-17.3pp | 10.56%-17.6pp | 12.16%-19.2pp |
| Employer contribution / active EE | $0 | $37,392-100.0% | $30,199-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |