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| Provider | Service type | Compensation |
|---|---|---|
NICHOLAS ZANCZUK6 years Service code 30 · EIN 23-6282827 | Recordkeeping fees; Employee (plan) | $85,842 |
THE MCKEOGH COMPANY8+ years Service code 11 · EIN 23-3003375 | Actuarial | $71,648 |
SYDNEY BARTON1 year Filed as: SYDNEY CHAMP Service code 30 · EIN 23-6282827 | Employee (plan); Recordkeeping fees | $63,064 |
Filed as: BENJAMIN MARCINKIEWICZ JR Service code 30 · EIN 23-6282827 | Employee (plan); Recordkeeping fees | $51,163 |
SEI INVESTMENTS8+ years Filed as: COOKE & BIELER, L.P. Service code 28 · EIN 23-1392932 | Investment Management | $46,757 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 28 · EIN 26-4310632 | Investment Management | $37,988 |
MARKOWITZ & RICHMAN8+ years Service code 29 · EIN 23-2111581 | Legal | $36,062 |
ISSI8+ years Service code 16 · EIN 23-2182079 | Consulting | $22,413 |
BOYD WATTERSON ASSET MANAGEMENT8+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $18,854 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $8,770 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -12.10% | -4.95%-7.1pp | 22.50%-34.6pp | 2.77%-14.9pp |
| Employer contribution / active EE | $8,409 | $15,740-46.6% | $33,849-75.2% | $15,262-44.9% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |