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| Provider | Service type | Compensation |
|---|---|---|
MELVIN FEDER2+ years Service code 29 · EIN 13-3593661 | Legal | $257,820 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 30-3707380 | Advisory (Plan) | $230,323 |
CASTIGLIA LLP2+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $137,072 |
CONGRESS ASSET MANAGEMENT2+ years Service code 28 · EIN 04-2848965 | Investment Management | $129,484 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Service code 28 1801 EAST 9TH STREET · CLEVELAND, OH 441143179 | Investment Management | $64,253 |
PACIFIC INCOME ADVISORS2+ years Filed as: PACIFIC INCOME ADV Service code 28 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Investment Management | $61,512 |
UNION NETWORKING2+ years Service code 15 · EIN 22-2940797 | Recordkeeping | $48,083 |
THE SEGAL COMPANY2+ years Service code 16 · EIN 13-1835864 | Consulting | $26,948 |
PREMIER TECHNOLOGIES2+ years Service code 15 232 MADISON AVENUE · NEW YORK, NY 10016 | Recordkeeping | $8,502 |
Filed as: STEPHEN O'BEIRNE Service code 16 176 WASHINGTON AVENUE · CLIFTON, NJ 07011 | Consulting | $5,359 |
Annual investment return 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 | $48,649 | $82,683-41.2% | $133,975-63.7% | $65,292-25.5% |
| Participation rate | 98.2% | 87.3%+10.9pp | 87.1%+11.1pp | 72.4%+25.8pp |
| Annual return | 3.97% | 9.63%-5.7pp | 29.29%-25.3pp | 11.84%-7.9pp |
| Employer contribution / active EE | $5,676 | $3,583+58.4% | $5,211+8.9% | $2,302+146.6% |
| Participant deferral / active EE | $0 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $234 | $66+256.2% | $9,324-97.5% | $57+308.0% |