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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON ADMINISTRATORS Service code 13 · EIN 83-1544721 | Contract Administrator | $97,325 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $67,596 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $62,898 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN ADVISORY LLC Service code 28 · EIN 26-4560299 | Investment Management | $58,342 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $42,500 |
WEDGE CAPITAL MANAGEMENT9+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $39,287 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $31,585 |
Filed as: SIERRA INVESTMENTS PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $31,095 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $25,775 |
DOYLE PRINTING2 years Filed as: DOYLE PRINTING & OFFSET CO. Service code 36 | Copying and duplicating; Direct payme... | $15,589 |
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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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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 9.89% | 11.01%-1.1pp | 8.10%+1.8pp | 7.65%+2.2pp |
| Employer contribution / active EE | $7,591 | $13,413-43.4% | $28,661-73.5% | $20,599-63.1% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |