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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP8+ years Filed as: PENSION FUND FOR HOSPITAL & HEALTHC Service code 49 · EIN 23-2627428 | Other Services | $619,245 |
INVESCO8+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $110,754 |
ERIC J. FERNANDEZ & CO.6 years Filed as: ERIC BROOKS Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $76,919 |
PAMELA A SMITH STRITE6 years Filed as: PAMELA A. SMITH-STRITE Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $59,066 |
BENESYS, INC.6 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $47,240 |
GLENDELLE CAMERON-DIXON4 years Service code 16 12 CARDENTI CT · NEWARK, DE 19702 | Consulting | $42,155 |
ADRIAN HURST1 year Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $40,221 |
WILLIG, WILLIAMS & DAVIDSON3 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $37,443 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $37,442 |
EVELYN ALAMEDA6 years Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $34,395 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,485 | $45,000-43.4% | $143,788-82.3% | $77,906-67.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -8.86% | 29.03%-37.9pp | -0.03%-8.8pp | 12.16%-21.0pp |
| Employer contribution / active EE | $1,600 | $1,870-14.4% | $4,952-67.7% | $2,846-43.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $356 | $98+262.2% | $14,675-97.6% | $133+168.9% |