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| Provider | Service type | Compensation |
|---|---|---|
FRIEDMAN & ANSPACH5+ years Service code 29 · EIN 13-3403675 | Legal | $280,660 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $90,855 |
SANDRA MCKEE2 years Filed as: SANDRA L. NICOSIA Service code 30 · EIN 51-6123679 | Direct payment from the plan; Employe... | $88,332 |
NELLI BRAGINSKAYA5+ years Service code 30 · EIN 51-6123679 | Employee (plan); Direct payment from ... | $74,641 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $54,803 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080391 | Investment Management | $36,267 |
US BANK2 years Filed as: US BANK, NA Service code 15 · EIN 31-0841368 | Recordkeeping | $33,593 |
NANESS, CHAIET, NANESS, LLC3 years Service code 29 · EIN 11-3382260 | Legal | $22,605 |
MR. MICROCHIP1 year Filed as: MR. MICROCHIP SOFTWARE CENTER, INC. Service code 15 · EIN 59-3084068 | Recordkeeping | $16,410 |
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Annual investment return 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 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | -2.65% | 11.11%-13.8pp | 10.57%-13.2pp | 11.45%-14.1pp |
| Employer contribution / active EE | $8,061 | $4,670+72.6% | $18,335-56.0% | $17,219-53.2% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |