| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-2159859 | Other Services | $248,968 |
O'SULLIVAN ASSOCIATES7+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $98,583 |
NANCY FERGUSON7+ years Filed as: NANCY QUINN Service code 30 · EIN 51-6106510 | Direct payment from the plan; Employe... | $48,650 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN LEWIS BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $46,995 |
PRAGER METIS CPAS, LLC4 years Filed as: PRAGER METIS Service code 10 · EIN 06-1667465 | Accounting | $46,927 |
VINCENT CORDATO7+ years Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $45,198 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $40,000 |
THERESA GRILLO5 years Filed as: THERESA TINERVIA Service code 30 · EIN 51-6106510 | Direct payment from the plan; Employe... | $37,397 |
JANE MORRIS4 years Filed as: JANE MUNOZ Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $34,868 |
JACQUELINE M KINKADE4 years Filed as: JACQUELINE KIMMERLING Service code 30 · EIN 51-6106510 | Employee (plan); Direct payment from ... | $32,486 |
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 288.90% | -4.95%+293.9pp | 22.50%+266.4pp | 2.78%+286.1pp |
| Employer contribution / active EE | $6,204 | $15,740-60.6% | $33,849-81.7% | $15,276-59.4% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |