| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-2159859 | Other Services | $229,813 |
Filed as: MORGAN LEWIS BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $170,647 |
CARY KANE LLP2+ years Service code 29 · EIN 22-1942442 | Legal | $109,515 |
O'SULLIVAN ASSOCIATES2+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $86,416 |
SONIA M PERALTA2+ years Filed as: SONIA PINZON Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $69,226 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $55,000 |
FABRICANT & FABRICANT INC2+ years Filed as: FABRICANT & FABRICANT Service code 22 · EIN 13-1942233 | Insurance Broker | $54,299 |
Filed as: S.A. KOENIG & ASSOCIATES CPAS Service code 10 · EIN 11-3141654 | Accounting | $48,223 |
NANCY FERGUSON2+ years Filed as: NANCY QUINN Service code 30 · EIN 51-6106510 | Direct payment from the plan; Employe... | $37,039 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS INSTITUTIONAL CONSULTING Service code 28 · EIN 13-2638166 | Investment Management | $36,667 |
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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | -3.34% | 11.16%-14.5pp | 14.20%-17.5pp | 23.90%-27.2pp |
| Employer contribution / active EE | $8,403 | $17,064-50.8% | $27,968-70.0% | $16,539-49.2% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |