| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-2159859 | Other Services | $227,240 |
O'SULLIVAN ASSOCIATES4+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $67,100 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $45,370 |
NANCY FERGUSON4+ years Filed as: NANCY QUINN Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $40,070 |
VINCENT CORDATO4+ years Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $35,951 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $35,000 |
JACQUELINE M KINKADE1 year Filed as: JACQUELINE KIMMERLING Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $30,866 |
Filed as: S.A. KOENIG & ASSOCIATES CPAS Service code 10 · EIN 11-3141654 | Accounting | $30,105 |
CARY KANE LLP4+ years Service code 29 · EIN 20-1942442 | Legal | $27,867 |
JANE MORRIS1 year Filed as: JANE MUNOZ Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $27,569 |
Employer contribution per participant 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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 373.34% | 20.24%+353.1pp | 16.32%+357.0pp | 53.27%+320.1pp |
| Employer contribution / active EE | $6,211 | $14,384-56.8% | $31,806-80.5% | $14,774-58.0% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |