| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-2159859 | Other Services | $264,445 |
O'SULLIVAN ASSOCIATES6+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $67,800 |
NANCY FERGUSON6+ years Filed as: NANCY QUINN Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $46,876 |
VINCENT CORDATO6+ years Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $45,176 |
PRAGER METIS CPAS, LLC3 years Filed as: PRAGER METIS Service code 10 · EIN 06-1667465 | Accounting | $43,725 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $40,000 |
FABRICANT & FABRICANT INC6+ years Filed as: FABRICANT & FABRICANT Service code 22 · EIN 13-1942233 | Insurance Broker | $39,864 |
THERESA GRILLO4 years Filed as: THERESA TINERVIA Service code 30 · EIN 51-6106510 | Direct payment from the plan; Employe... | $37,217 |
JANE MORRIS3 years Filed as: JANE MUNOZ Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $34,370 |
JACQUELINE M KINKADE3 years Filed as: JACQUELINE KIMMERLING Service code 30 · EIN 51-6106510 | Direct payment from the plan; Employe... | $32,708 |
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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 289.85% | 16.75%+273.1pp | 14.84%+275.0pp | 13.24%+276.6pp |
| Employer contribution / active EE | $6,141 | $16,291-62.3% | $37,950-83.8% | $14,616-58.0% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |