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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL1 year Service code 11 · EIN 23-1666823 | Actuarial | $54,550 |
BRENTWOOD ASSET ADVISORS1 year Filed as: BRENTWOOD ASSET ADVISORS, INC. Service code 22 · EIN 59-3718394 1221 FIRST ST. SOUTH, 11A · JACKSONVILLE BEACH, FL 32250 | Insurance Broker | $40,000 |
MCNEES WALLACE & NURICK3+ years Filed as: MCNEES WALLACE AND NURICK Service code 29 570 LAUSCH LANE · LANCASTER, PA 176013057 | Legal | $38,509 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $38,208 |
FISHERBROYLES, LLP1 year Service code 29 · EIN 56-2332885 | Legal | $27,098 |
BMO HARRIS BANK NA3+ years Filed as: BMO RETIREMENT SERVICES Service code 13 · EIN 36-2085229 | Contract Administrator | $13,128 |
TROUT EBERSOLE & GROFF LLP3+ years Filed as: TROUT EBERSOLE & GROFF Service code 10 · EIN 23-1551315 | Accounting | $10,700 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | 3.08% | 8.48%-5.4pp | 9.39%-6.3pp | 10.21%-7.1pp |
| Employer contribution / active EE | $176,171 | $40,983+329.9% | $33,466+426.4% | $42,272+316.8% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |