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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP10+ years Filed as: PENSION FUND FOR HOSPITAL & HEALTHC Service code 50 · EIN 23-2627428 | Direct Payment | $739,832 |
CYNTHIA JONES-BROOKS1 year Filed as: CYNTHIA BLASSINGAME Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $113,567 |
Filed as: BOYD WATTERSON ASSET MGMT., LLC Service code 28 · EIN 34-1922005 | Investment Management | $95,008 |
ERIC J. FERNANDEZ & CO.8 years Filed as: ERIC BROOKS Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $81,964 |
SHAWN BOHANNAN1 year Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $73,339 |
PAMELA A SMITH STRITE8 years Filed as: PAMELA A. SMITH-STRITE Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $63,010 |
ADRIAN HURST3 years Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $42,329 |
ANNIE JONES1 year Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $39,209 |
EVELYN ALAMEDA8 years Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $37,243 |
BERTA SHKODRA4 years Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $35,168 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,500 | $53,204-35.2% | $155,556-77.8% | $200,096-82.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 6.77% | 41.02%-34.3pp | 64.84%-58.1pp | 34.26%-27.5pp |
| Employer contribution / active EE | $1,510 | $1,850-18.4% | $4,675-67.7% | $3,038-50.3% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $444 | $186+138.8% | $15,885-97.2% | $269+64.7% |