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| Provider | Service type | Compensation |
|---|---|---|
SHANE REILLY2+ years Service code 30 · EIN 23-6282827 | Employee (plan); Recordkeeping fees | $68,659 |
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 | Actuarial | $63,700 |
NICHOLAS ZANCZUK2+ years Filed as: N. ZANCZUK Service code 30 · EIN 23-6282827 | Recordkeeping fees; Employee (plan) | $48,965 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,700 |
Filed as: RENAISSANCE INVESTMENT MANAGEMENT Service code 28 · EIN 31-1448100 | Investment Management | $40,958 |
SEI INVESTMENTS2+ years Filed as: COOKE & BIELER, L.P. Service code 28 · EIN 23-1392932 | Investment Management | $34,492 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $31,015 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $26,501 |
INVESCO1 year Filed as: INVESCO ADVISERS INC Service code 28 · EIN 58-1707262 | Investment Management | $25,892 |
ISSI2+ years Service code 16 · EIN 23-2182079 | Consulting | $15,918 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 5.97% | 5.13%+0.8pp | 4.74%+1.2pp | 7.18%-1.2pp |
| Employer contribution / active EE | $6,825 | $14,689-53.5% | $36,089-81.1% | $13,095-47.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |