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| Provider | Service type | Compensation |
|---|---|---|
SHANE REILLY1+ years Service code 30 · EIN 23-6282827 | Employee (plan); Recordkeeping fees | $66,787 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 | Actuarial | $60,000 |
Filed as: RENAISSANCE INVESTMENT MANAGEMENT Service code 28 · EIN 31-1448100 | Investment Management | $56,780 |
NICHOLAS ZANCZUK1+ years Filed as: N. ZANCZUK Service code 30 · EIN 23-6282827 | Employee (plan); Recordkeeping fees | $47,981 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,650 |
SEI INVESTMENTS1+ years Filed as: COOKE & BIELER, L.P. Service code 28 · EIN 23-1392932 | Investment Management | $35,143 |
CITIZENS BANK1+ years Service code 19 · EIN 05-0156820 | Securities Custodian | $31,486 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $29,144 |
INVESCO1+ years Filed as: INVESCO INSTITUTIONAL NA Service code 28 · EIN 58-1707262 | Investment Management | $24,277 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $21,065 |
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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 | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 0.28% | 0.06%+0.2pp | -0.81%+1.1pp | -0.60%+0.9pp |
| Employer contribution / active EE | $5,720 | $14,206-59.7% | $38,425-85.1% | $12,272-53.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |