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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BEACON ADMINISTRATORS Service code 13 · EIN 83-1544721 | Contract Administrator | $71,981 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $64,334 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY LLC Service code 28 · EIN 26-4560299 | Investment Management | $52,348 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $42,500 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $40,544 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $37,888 |
Filed as: SIERRA INVESTMENTS PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $30,292 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $26,465 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $24,334 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $20,738 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | -3.19% | 146.80%-150.0pp | 20.18%-23.4pp | 22.81%-26.0pp |
| Employer contribution / active EE | $7,855 | $13,016-39.6% | $29,108-73.0% | $18,290-57.1% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |