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| Provider | Service type | Compensation |
|---|---|---|
C. VASILE10+ years Service code 30 · EIN 51-6128660 | Employee (plan); Direct payment from ... | $82,590 |
A. MCCABE1 year Filed as: P. MCCABE Service code 30 · EIN 51-6128660 | Employee (plan); Direct payment from ... | $48,567 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: M. SALOMON Service code 30 · EIN 51-6128660 | Direct payment from the plan; Employe... | $40,096 |
Filed as: MCCARTHY & PREECE PLLC Service code 29 · EIN 01-0727299 | Legal | $38,400 |
A. MCCABE10+ years Service code 30 · EIN 51-6128660 | Direct payment from the plan; Employe... | $35,512 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 | Actuarial | $20,000 |
Filed as: QUANVEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $19,200 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 13-1578842 | Accounting | $18,747 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW J. FAIR Service code 20 · EIN 51-6128660 | Trustee (individual); Direct payment ... | $18,000 |
BRYAN MCCARTHY ESQ10+ years Service code 20 · EIN 11-3033680 | Direct payment from the plan; Trustee... | $18,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $84,245-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 7.1%-7.1pp | 2.7%-2.7pp |
| Annual return | 2.92% | 8.35%-5.4pp | 1.43%+1.5pp | 8.35%-5.4pp |
| Employer contribution / active EE | $2,184 | $17,935-87.8% | $17,287-87.4% | $17,935-87.8% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $0 | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $380-100.0% | $200-100.0% |