| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $221,040 |
Service code 49 · EIN 11-2159859 | Other Services | $215,003 |
CARY KANE LLP1+ years Service code 29 · EIN 22-1942442 | Legal | $199,279 |
NANCY FERGUSON1+ years Filed as: NANCY QUINN Service code 30 · EIN 51-6106510 | Direct payment from the plan; Employe... | $113,106 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $100,526 |
VINCENT CORDATO1+ years Service code 30 · EIN 51-6106510 | Direct payment from the plan; Employe... | $98,021 |
SONIA M PERALTA1+ years Filed as: SONIA PINZON Service code 30 · EIN 51-6106510 | Direct payment from the plan; Employe... | $81,972 |
RENNE PERSO1+ years Service code 30 · EIN 51-6106510 | Direct payment from the plan; Employe... | $79,779 |
FABRICANT & FABRICANT INC1+ years Filed as: FABRICANT AND FABRICANT Service code 22 | Insurance Broker | $53,430 |
SAXBST LLP1+ years Filed as: SAXBST LLP, CPA'S Service code 10 · EIN 46-4001827 | Accounting | $46,750 |
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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | -1.27% | 4.38%-5.7pp | 4.72%-6.0pp | 7.18%-8.4pp |
| Employer contribution / active EE | $8,535 | $13,406-36.3% | $30,821-72.3% | $13,095-34.8% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |