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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY5+ years Service code 11 · EIN 23-3003375 | Actuarial | $60,000 |
NICHOLAS ZANCZUK3 years Service code 30 · EIN 23-6282827 | Employee (plan); Recordkeeping fees | $54,136 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,766 |
SEI INVESTMENTS5+ years Filed as: COOKE & BIELER, L.P. Service code 28 · EIN 23-1392932 | Investment Management | $40,913 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $22,028 |
ISSI5+ years Service code 16 · EIN 23-2182079 | Consulting | $18,690 |
BOYD WATTERSON ASSET MANAGEMENT5+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $15,641 |
MARKOWITZ & RICHMAN5+ years Service code 29 · EIN 23-2111581 | Legal | $15,219 |
CITIZENS BANK5+ years Service code 19 · EIN 05-0156820 | Securities Custodian | $6,589 |
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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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 19.12% | 20.24%-1.1pp | 16.32%+2.8pp | 53.27%-34.2pp |
| Employer contribution / active EE | $7,202 | $14,384-49.9% | $31,806-77.4% | $14,774-51.3% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |