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| Provider | Service type | Compensation |
|---|---|---|
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $37,000 |
JACKSON LEWIS P.C.2 years Filed as: JACKSON LEWIS, PC Service code 29 · EIN 46-3862389 | Legal | $21,836 |
KARDAN ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 22-3477324 | Actuarial | $13,350 |
HUNRATH NAPOLITANO QUIGLEY & TAYLOR10+ years Service code 10 · EIN 27-2601619 | Accounting | $12,500 |
MARY DELANEY CERETTO2 years Filed as: MARY JO MANERI Service code 14 · EIN 22-6238764 | Plan Administrator | $9,000 |
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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 82.05% | 3.50%+78.5pp | 5.16%+76.9pp | 13.05%+69.0pp |
| Employer contribution / active EE | $0 | $33,977-100.0% | $26,446-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |