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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY10+ years Filed as: THE MCKEOGH CO. Service code 11 · EIN 23-3003373 | Actuarial | $46,356 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,896 |
PATH ADMINISTRATORS10+ years Filed as: D H EVANS & ASSOCIATES DBA PATH ADM Service code 13 · EIN 46-1226464 | Contract Administrator | $19,280 |
CEMENT MASONS LOCAL 5274 years Filed as: CEMENT MASONS LOCAL 592 PENSION Service code 13 · EIN 23-1972409 | Contract Administrator | $18,756 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $13,100 |
WILLIAM C LIGETTI JR1 year Service code 20 · EIN 23-6445411 | Trustee (individual); Direct payment ... | $10,025 |
HOLROYD GELMAN, P.C.2 years Service code 29 · EIN 92-2604351 | Legal | $7,942 |
PFM ADVISORS10+ years Filed as: PFM GROUP Service code 28 · EIN 23-3087064 | Investment Management | $5,192 |
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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 | $186,703-100.0% | $186,703-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 20.0%-20.0pp | 34.1%-34.1pp |
| Annual return | 2.89% | 8.41%-5.5pp | 8.93%-6.0pp | 13.02%-10.1pp |
| Employer contribution / active EE | $16,892 | $37,333-54.8% | $26,306-35.8% | $34,257-50.7% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,041-100.0% | $2,041-100.0% | $39,117-100.0% |