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| Provider | Service type | Compensation |
|---|---|---|
SHANE REILLY3+ years Service code 30 · EIN 23-6282827 | Employee (plan); Recordkeeping fees | $70,870 |
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 | Actuarial | $63,171 |
NICHOLAS ZANCZUK1 year Service code 30 · EIN 23-6282827 | Recordkeeping fees; Employee (plan) | $50,242 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,315 |
SEI INVESTMENTS3+ years Filed as: COOKE & BIELER, L.P. Service code 28 · EIN 23-1392932 | Investment Management | $39,850 |
INVESCO2 years Filed as: INVESCO ADVISERS INC Service code 28 · EIN 58-1707262 | Investment Management | $27,495 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $23,068 |
MARKOWITZ & RICHMAN3+ years Service code 29 · EIN 23-2111581 | Legal | $19,713 |
ISSI3+ years Service code 16 · EIN 23-2182079 | Consulting | $18,239 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $18,123 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 17.93% | 13.03%+4.9pp | 10.36%+7.6pp | 23.90%-6.0pp |
| Employer contribution / active EE | $6,614 | $15,779-58.1% | $37,738-82.5% | $16,539-60.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |