| Provider | Service type | Compensation |
|---|---|---|
MSPC3 years Service code 10 · EIN 22-2951202 | Accounting | $64,696 |
DIANE FITZBERGER2 years Filed as: DIANE FLORIAN Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $60,588 |
Filed as: KROLL HEINEMAN CARTON, LLC Service code 29 · EIN 76-0760981 | Legal | $60,000 |
KARRI STEINMACHER6+ years Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $59,199 |
SUMMIT FINANCIAL CORPORATION5 years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $56,625 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,522 |
KATHLEEN RZEPLINSKI2 years Filed as: KATHLEEN KYREAKAKIS Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $46,430 |
BENESYS, INC.6+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $41,934 |
VANDA NENO3 years Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $28,692 |
Service code 15 · EIN 52-2081949 | Recordkeeping | $9,376 |
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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 5.37% | 16.75%-11.4pp | 14.84%-9.5pp | 13.24%-7.9pp |
| Employer contribution / active EE | $8,741 | $16,291-46.3% | $37,950-77.0% | $14,616-40.2% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |