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| Provider | Service type | Compensation |
|---|---|---|
JOE MOSKAUSKI6 years Service code 30 · EIN 23-2652951 | Recordkeeping fees; Employee (plan) | $63,511 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432392 | Investment Management | $57,500 |
NOVAK FRANCELLA LLC8+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $30,905 |
JOANN PROCOPIO1 year Service code 30 · EIN 23-2652951 | Recordkeeping fees; Employee (plan) | $25,033 |
RAE GROUP LLC3 years Filed as: RAE CONSULTING Service code 11 12 PENNS TRAIL, 441 · NEWTOWN, PA 18940 | Actuarial | $25,000 |
BENESYS, INC.8+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $16,976 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 28 · EIN 41-1788385 | Investment Management | $15,366 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $11,054 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $9,682 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $9,244 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 0.87% | 146.80%-145.9pp | 20.18%-19.3pp | 22.81%-21.9pp |
| Employer contribution / active EE | $13,029 | $13,016+0.1% | $29,108-55.2% | $18,290-28.8% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |