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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: PENSION FUND FOR HOSPITAL & HEALTHC Service code 49 · EIN 23-2627428 | Other Services | $88,358 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $43,477 |
FREEDMAN & LORRY, P.C.2+ years Filed as: FREEDMAN & LORRY PC Service code 29 · EIN 23-2158375 | Legal | $32,230 |
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $26,167 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $18,750 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $11,694 |
O'NEILL CONSULTING CORPORATION2+ years Service code 13 · EIN 23-1719817 | Contract Administrator | $7,656 |
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 | $0 | $80,354-100.0% | $133,975-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.1%-87.1pp | 71.1%-71.1pp |
| Annual return | 5.94% | 13.11%-7.2pp | 29.29%-23.4pp | 48.65%-42.7pp |
| Employer contribution / active EE | $1,241 | $3,503-64.6% | $5,211-76.2% | $2,182-43.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |