| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-2159859 | Other Services | $242,270 |
O'SULLIVAN ASSOCIATES5+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $65,000 |
CARY KANE LLP5+ years Service code 29 · EIN 20-1942442 | Legal | $46,899 |
NANCY FERGUSON5+ years Filed as: NANCY QUINN Service code 30 · EIN 51-6106510 | Direct payment from the plan; Employe... | $45,269 |
PRAGER METIS CPAS, LLC2 years Filed as: PRAGER METIS Service code 10 · EIN 06-1667465 | Accounting | $41,010 |
VINCENT CORDATO5+ years Service code 30 · EIN 51-6106510 | Direct payment from the plan; Employe... | $39,299 |
FABRICANT & FABRICANT INC5+ years Filed as: FABRICANT & FABRICANT Service code 22 · EIN 13-1942233 | Insurance Broker | $36,270 |
JANE MORRIS2 years Filed as: JANE MUNOZ Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $31,689 |
JACQUELINE M KINKADE2 years Filed as: JACQUELINE KIMMERLING Service code 30 · EIN 51-6106510 | Direct payment from the plan; Employe... | $30,249 |
NOVAK FRANCELLA LLC4 years Service code 10 · EIN 61-1436956 | Accounting | $30,000 |
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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 254.68% | 15.15%+239.5pp | 10.57%+244.1pp | 11.45%+243.2pp |
| Employer contribution / active EE | $6,313 | $16,781-62.4% | $29,483-78.6% | $17,219-63.3% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |