| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL INTERNATIONAL Service code 27 · EIN 95-4154361 | Advisory (Plan) | $156,928 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 23 · EIN 36-4019884 | Insurance services; Direct payment fr... | $79,480 |
DIANE FITZBERGER4 years Filed as: DIANE FLORIAN Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $78,375 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432390 | Investment Management | $66,667 |
KARRI STEINMACHER8+ years Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $61,799 |
Service code 29 · EIN 76-0760981 | Legal | $60,000 |
KATHLEEN RZEPLINSKI4 years Filed as: KATHLEEN KYREAKAKIS Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $49,572 |
SUMMIT FINANCIAL CORPORATION7 years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $49,450 |
MSPC5 years Service code 10 · EIN 22-2951202 | Accounting | $45,647 |
VANDA NENO5 years Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $32,108 |
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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 12934.07% | 724.96%+12209.1pp | 78.62%+12855.4pp | 37.77%+12896.3pp |
| Employer contribution / active EE | $8,739 | $14,638-40.3% | $31,646-72.4% | $15,798-44.7% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |