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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES2 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $104,000 |
J W COLE FINANCIAL INC5 years Filed as: MK COLE Service code 30 · EIN 51-6133048 | Employee (plan); Direct payment from ... | $89,981 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $62,964 |
P KEENAN5 years Service code 14 · EIN 51-6133048 | Plan Administrator | $62,520 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $50,744 |
HAGBERG & ASSOCIATES8+ years Filed as: HAGBERG & ASSOCIATES, PC Service code 29 · EIN 01-0598991 | Legal | $48,667 |
O'SULLIVAN ASSOCIATES8+ years Service code 11 · EIN 20-8199367 | Actuarial | $46,750 |
SAGE ADVISORY SERVICES8+ years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $44,134 |
ARISTOTLE CAPITAL MANAGEMENT3 years Filed as: ARISTOTLE Service code 28 11100 SANTA MONICA BLVD., STE 1700 · LOS ANGELES, CA 90025 | Investment Management | $31,994 |
DELAWARE INVESTMENTS8+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-2693133 | Investment Management | $31,810 |
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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% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -13.60% | -8.26%-5.3pp | -5.85%-7.8pp | 2.77%-16.4pp |
| Employer contribution / active EE | $14,390 | $12,543+14.7% | $31,839-54.8% | $15,262-5.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |