| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-2159859 | Other Services | $222,362 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $91,969 |
CARY KANE LLP3+ years Service code 29 · EIN 22-1942442 | Legal | $73,621 |
O'SULLIVAN ASSOCIATES3+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $72,207 |
LOCAL 707, IBT3+ years Service code 49 · EIN 13-5559086 | Other Services | $61,369 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $47,000 |
Filed as: S.A. KOENIG & ASSOCIATES CPAS Service code 10 · EIN 11-3141654 | Accounting | $46,796 |
FABRICANT & FABRICANT INC3+ years Filed as: FABRICANT & FABRICANT Service code 22 · EIN 13-1942233 | Insurance Broker | $45,654 |
NANCY FERGUSON3+ years Filed as: NANCY QUINN Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $36,138 |
VINCENT CORDATO3+ years Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $35,297 |
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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | 384.43% | 4.52%+379.9pp | -0.70%+385.1pp | 0.19%+384.2pp |
| Employer contribution / active EE | $7,528 | $13,719-45.1% | $28,903-74.0% | $13,763-45.3% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |