| Provider | Service type | Compensation |
|---|---|---|
MARY JURNEY1+ years Filed as: MARY ANNE GERLACH Service code 30 · EIN 22-6220288 | Employee (plan) | $90,490 |
O'SULLIVAN ASSOCIATES1+ years Service code 11 · EIN 22-1837827 | Actuarial | $78,766 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $69,661 |
ENNIS HARGADON, LLC1+ years Service code 10 · EIN 47-1121653 | Accounting | $64,740 |
TARA NICHOLS1+ years Service code 30 · EIN 22-6220288 | Employee (plan) | $62,632 |
Filed as: KROLL HEINEMAN CARTON, LLC Service code 29 · EIN 76-0760981 | Legal | $60,000 |
KARRI STEINMACHER1+ years Service code 30 · EIN 22-6220288 | Employee (plan) | $45,041 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD Service code 28 · EIN 13-2544634 | Investment Management | $44,572 |
RYAN LABS ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3451974 | Investment Management | $42,487 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $36,653 |
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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | -3.55% | 4.38%-7.9pp | 4.72%-8.3pp | 7.18%-10.7pp |
| Employer contribution / active EE | $9,423 | $13,406-29.7% | $30,821-69.4% | $13,095-28.0% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |