| Provider | Service type | Compensation |
|---|---|---|
MARY JURNEY3+ years Filed as: MARY ANNE GERLACH Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $87,643 |
TARA NICHOLS3+ years Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $64,741 |
Filed as: KROLL HEINEMAN CARTON, LLC Service code 29 · EIN 76-0760981 | Legal | $60,000 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $59,583 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $49,000 |
KARRI STEINMACHER3+ years Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $46,837 |
ENNIS HARGADON, LLC3+ years Service code 10 · EIN 47-1121653 | Accounting | $45,100 |
VICTOR GOLDBLAT AND COMPANY LLC3+ years Filed as: VICTOR PESANTEZ Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $38,579 |
BENESYS, INC.3+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $33,226 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD Service code 28 · EIN 13-2544634 | Investment Management | $31,590 |
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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | 4.65% | 4.52%+0.1pp | -0.70%+5.3pp | 0.19%+4.5pp |
| Employer contribution / active EE | $14,889 | $13,719+8.5% | $28,903-48.5% | $13,763+8.2% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |