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| Provider | Service type | Compensation |
|---|---|---|
PATRICIA DEPASCALE8+ years Service code 30 · EIN 23-7356773 | Direct payment from the plan; Employe... | $111,953 |
FIRST ACTUARIAL CONSULTING, INC.8+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $74,872 |
SLEVIN & HART, P.C.8+ years Service code 29 · EIN 52-1708613 | Legal | $61,645 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $42,914 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $33,750 |
MSPC5 years Service code 10 · EIN 22-2951202 | Accounting | $26,608 |
JANEMARIE SCARZAFAVA1 year Service code 30 · EIN 23-7356773 | Direct payment from the plan; Employe... | $26,479 |
BENESYS, INC.8+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $10,980 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES COMPANY Service code 27 · EIN 04-3200030 | Advisory (Plan) | $9,510 |
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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 | $116,130-100.0% | $7,193,366-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 16.7%-16.7pp | 55.9%-55.9pp |
| Annual return | 6901.84% | 27.03%+6874.8pp | 78.53%+6823.3pp | 24.44%+6877.4pp |
| Employer contribution / active EE | $24,709 | $39,215-37.0% | $31,607-21.8% | $41,344-40.2% |
| Participant deferral / active EE | $0 | $16-100.0% | $101-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | $22,013-100.0% |