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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY4+ years Service code 11 · EIN 23-3003375 | Actuarial | $60,000 |
SHANE REILLY4+ years Service code 30 · EIN 23-6282827 | Recordkeeping fees; Employee (plan) | $57,353 |
NICHOLAS ZANCZUK2 years Service code 30 · EIN 23-6282827 | Recordkeeping fees; Employee (plan) | $52,428 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,783 |
SEI INVESTMENTS4+ years Filed as: COOKE & BIELER, L.P. Service code 28 · EIN 23-1392932 | Investment Management | $36,582 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $19,534 |
ISSI4+ years Service code 16 · EIN 23-2182079 | Consulting | $17,982 |
MARKOWITZ & RICHMAN4+ years Service code 29 · EIN 23-2111581 | Legal | $16,647 |
BOYD WATTERSON ASSET MANAGEMENT4+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $14,956 |
CITIZENS BANK4+ years Service code 19 · EIN 05-0156820 | Securities Custodian | $6,912 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -3.65% | -1.12%-2.5pp | -2.18%-1.5pp | 0.19%-3.8pp |
| Employer contribution / active EE | $6,662 | $12,052-44.7% | $38,751-82.8% | $13,763-51.6% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |