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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC4 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $13,500 |
CHEIRON8+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $10,113 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $10,000 |
WILLIAM BLAIR8+ years Filed as: WILLIAM A. MARTIN Service code 20 203 E FRONT STREET · MEDIA, PA 19063 | Trustee (individual); Direct payment ... | $8,000 |
O'BRIEN BELLAND & BUSHINSKY8+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $6,000 |
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 | $187,247-100.0% | $164,721-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 44.4%-44.4pp |
| Annual return | 249.87% | -5.84%+255.7pp | -5.85%+255.7pp | -14.65%+264.5pp |
| Employer contribution / active EE | $0 | $39,394-100.0% | $31,839-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,582-100.0% |