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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $543,664 |
Filed as: LAWRENCE C MUSGROVE ASSO Service code 13 · EIN 20-1935452 | Contract Administrator | $264,308 |
BDO USA, LLP4 years Filed as: BDO Service code 13 · EIN 13-5381590 | Contract Administrator | $252,945 |
BECKERMAN & CO.1 year Filed as: BECKERMAN & COMPANY Service code 13 · EIN 26-3554645 | Contract Administrator | $53,244 |
Filed as: GREGORY, MOORE, BROOKS & Service code 13 · EIN 38-3093929 | Contract Administrator | $52,754 |
INTERNATIONAL1 year Filed as: SPFPA INTERNATIONAL UNIO Service code 49 · EIN 38-1294556 | Other Services | $51,685 |
VARNUM LLP3 years Filed as: VARNUM Service code 13 · EIN 38-1294924 | Contract Administrator | $51,573 |
COWDEN ASSOCIATES, INC.3 years Service code 13 · EIN 25-1750131 | Contract Administrator | $46,888 |
Filed as: WESTERN INTERNATIONAL Service code 13 · EIN 84-1314321 | Contract Administrator | $37,767 |
ACRISURE1 year Filed as: ACRISURE MID ATLANTIC Service code 27 · EIN 92-3652116 | Advisory (Plan) | $24,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,637 | $106,553-90.0% | $81,882-87.0% | $106,553-90.0% |
| Participation rate | 65.8% | 69.8%-4.1pp | 72.4%-6.6pp | 69.8%-4.1pp |
| Annual return | 11.01% | 17.37%-6.4pp | 779.47%-768.5pp | 17.37%-6.4pp |
| Employer contribution / active EE | $881 | $3,359-73.8% | $2,916-69.8% | $3,359-73.8% |
| Participant deferral / active EE | $24 | $5,562-99.6% | $4,323-99.5% | $5,562-99.6% |
| Admin fee / account holder | $114 | $80+42.8% | $7,360-98.5% | $80+42.8% |