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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP6+ years Filed as: PENSION FUND FOR HOSPITAL & HEALTHC Service code 49 · EIN 23-2627428 | Other Services | $589,858 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $121,740 |
Filed as: DARRELL WILLIAMS II Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $76,018 |
LAVERNE DEVALIA4 years Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $70,228 |
ERIC J. FERNANDEZ & CO.4 years Filed as: ERIC BROOKS Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $55,457 |
PAMELA A SMITH STRITE4 years Filed as: PAMELA A. SMITH-STRITE Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $55,454 |
GLENDELLE CAMERON-DIXON2 years Service code 16 12 CARDENTI CT · NEWARK, DE 19702 | Consulting | $46,939 |
BENESYS, INC.4 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $42,951 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $39,443 |
EVELYN ALAMEDA4 years Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $32,304 |
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 | $26,653 | $56,095-52.5% | $178,499-85.1% | $90,274-70.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 5.31% | 28.81%-23.5pp | 151.10%-145.8pp | 53.97%-48.7pp |
| Employer contribution / active EE | $1,357 | $1,572-13.7% | $5,011-72.9% | $2,523-46.2% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $369 | $101+266.5% | $13,986-97.4% | $114+223.4% |