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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-0776158 | Recordkeeping | $130,520 |
ACRISURE2 years Service code 11 · EIN 92-3652116 | Actuarial | $110,344 |
Filed as: ARCARA LENDA EUSANIO & STACEY CPA'S Service code 10 · EIN 47-1793720 | Accounting | $51,453 |
LIPSITZ GREEN SCIME & CAMBRIA10+ years Service code 29 · EIN 16-0905097 | Legal | $24,076 |
JBM COMPUTER CONSULTANTS6 years Filed as: JBM COMPUTER CONSULTANTS INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $19,744 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 | Securities Custodian | $14,919 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
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 | $36,224-100.0% | $160,039-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 2.4%-2.4pp |
| Annual return | 2.38% | 8.86%-6.5pp | 9.15%-6.8pp | 7.94%-5.6pp |
| Employer contribution / active EE | $26,744 | $14,047+90.4% | $26,409+1.3% | $18,544+44.2% |
| Participant deferral / active EE | $0 | $0 | $266-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,701-100.0% | $200-100.0% |