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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 28 · EIN 23-0731260 | Investment Management | $194,512 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $187,265 |
OPPENHEIMER10+ years Filed as: OPPENHEIMER & CO., INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $108,041 |
MSPC7 years Service code 10 · EIN 22-2951202 | Accounting | $79,882 |
BLACKROCK2 years Filed as: BLACKROCK INSTUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $66,988 |
ROSALIND TOMEIO9 years Service code 30 · EIN 22-6172437 | Employee (plan); Direct payment from ... | $47,255 |
KIMBERLY C WALKER PC3 years Filed as: KIMBERLY ROMEO Service code 30 · EIN 22-6172437 | Direct payment from the plan; Employe... | $40,115 |
COMERICA BANK3 years Filed as: COMERICA BANK & TRUST, NA Service code 19 · EIN 38-2028794 | Securities Custodian | $26,806 |
ZAZZALI, FAGELLA, NOWAK, KLEINBAUM10+ years Service code 29 · EIN 22-1973215 | Legal | $18,715 |
JBM COMPUTER CONSULTANTS10+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $11,916 |
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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 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 8.76% | 6.77%+2.0pp | 10.52%-1.8pp | 7.65%+1.1pp |
| Employer contribution / active EE | $14,270 | $23,265-38.7% | $26,749-46.7% | $20,582-30.7% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |