Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
UNIVEST NATIONAL BANK & TRUST CO1+ years Service code 28 · EIN 23-1171580 | Investment Management | $57,912 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 | Actuarial | $30,000 |
DUANE MORRIS LLP1+ years Filed as: DUANE MORRIS, LLP Service code 29 · EIN 23-1392502 | Legal | $24,201 |
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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 | $20,476-100.0% | $226,711-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 48.3%-48.3pp | 15.7%-15.7pp |
| Annual return | -2.04% | -2.25%+0.2pp | -1.71%-0.3pp | -7.14%+5.1pp |
| Employer contribution / active EE | $7,532 | $9,687-22.2% | $45,357-83.4% | $14,613-48.5% |
| Participant deferral / active EE | $0 | $67-100.0% | $175-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $7,161-100.0% | $1,191-100.0% |