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| Provider | Service type | Compensation |
|---|---|---|
FIRST ACTUARIAL CONSULTING, INC.10+ years Service code 11 · EIN 26-3842522 | Actuarial | $22,000 |
MSPC7 years Filed as: MSPC CPA'S AND ADVISORS Service code 10 · EIN 22-2951202 | Accounting | $20,359 |
PAUL A. MONTALBANO, ESQ., LLC10+ years Service code 29 · EIN 04-3669184 | Legal | $12,480 |
LSV ASSET MANAGEMENT10+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $6,031 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 8.72% | 10.25%-1.5pp | 8.34%+0.4pp | 8.21%+0.5pp |
| Employer contribution / active EE | $2,622 | $16,685-84.3% | $30,790-91.5% | $13,837-81.1% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |