Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432392 | Investment Management | $81,157 |
JENNINGS SIGMOND P.C.2+ years Filed as: JENNINGS & SIGMOND, P.C. Service code 29 510 WALNUT STREET - STE 1600 · PHILADELPHIA, PA 19106 | Legal | $71,470 |
JOE MOSKAUSKI1 year Filed as: JOE DIEHL Service code 30 · EIN 23-2652951 | Recordkeeping fees; Employee (plan) | $33,165 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $32,742 |
THE MCKEOGH COMPANY2+ years Filed as: THE MCKEOGH CO. Service code 11 · EIN 23-3003375 | Actuarial | $32,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $20,196 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 6075 POPLAR AVE - STE 720 · MEMPHIS, TN 38119 | Investment Management | $17,735 |
SUNTRUST BANKS, INC.1 year Filed as: STERLING ADVISORS Service code 27 150 S. WARNER ROAD · KING OF PRUSSIA, PA 19406 | Advisory (Plan) | $11,485 |
BENEFIT PROCESSING, INC.2+ years Service code 13 · EIN 23-2204388 | Contract Administrator | $11,145 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 5.33% | 11.09%-5.8pp | 8.32%-3.0pp | 13.95%-8.6pp |
| Employer contribution / active EE | $11,613 | $10,980+5.8% | $30,793-62.3% | $16,598-30.0% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |