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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PEOPLES SECURITY BANK & TRUST Service code 27 · EIN 24-0603570 | Advisory (Plan) | $77,118 |
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $34,422 |
Filed as: MMQ & ASSOCIATES P.C. Service code 10 · EIN 23-2226550 | Accounting | $13,400 |
KANG HAGGERTY & FETBROYT4 years Filed as: KANG HAGGERTY LLC Service code 29 · EIN 23-2220388 | Legal | $13,202 |
MERANZE KATZ AND GAUDIOSO PC8 years Service code 29 · EIN 23-1496747 | Legal | $13,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 6.94% | 8.62%-1.7pp | 8.99%-2.1pp | 10.52%-3.6pp |
| Employer contribution / active EE | $4,392 | $14,400-69.5% | $25,171-82.6% | $15,140-71.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |