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| Provider | Service type | Compensation |
|---|---|---|
MELVIN FEDER1+ years Service code 29 · EIN 13-3593661 | Legal | $247,920 |
CONGRESS ASSET MANAGEMENT1+ years Service code 28 · EIN 04-2848965 | Investment Management | $208,655 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 30-3707380 | Advisory (Plan) | $203,064 |
CASTIGLIA LLP1+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $108,893 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1835864 | Consulting | $37,094 |
PREMIER TECHNOLOGIES1+ years Service code 15 232 MADISON AVENUE · NEW YORK, NY 10016 | Recordkeeping | $25,975 |
UNION NETWORKING1+ years Service code 15 · EIN 22-2940797 | Recordkeeping | $22,020 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Service code 28 1801 EAST 9TH STREET · CLEVELAND, OH 441143179 | Investment Management | $15,635 |
PACIFIC INCOME ADVISORS1+ years Filed as: PACIFIC INCOME ADV Service code 28 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Investment Management | $11,314 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,178 | $87,670-50.7% | $123,105-64.9% | $69,651-38.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.8%+13.2pp | 66.6%+33.4pp |
| Annual return | 3.90% | 3.10%+0.8pp | 13.22%-9.3pp | 53.77%-49.9pp |
| Employer contribution / active EE | $4,909 | $3,511+39.8% | $5,151-4.7% | $2,241+119.1% |
| Participant deferral / active EE | $0 | $5,412-100.0% | $6,229-100.0% | $3,635-100.0% |
| Admin fee / account holder | $158 | $94+67.6% | $9,014-98.3% | $63+149.5% |