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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 13 · EIN 20-1935452 | Contract Administrator | $36,000 |
SAVASTA AND COMPANY, INC.4 years Filed as: SAVASTA & COMPANY, INC. Service code 11 · EIN 13-3879959 | Actuarial | $33,750 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $14,445 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $5,424 |
Employer contribution per participant 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 | $186,703-100.0% | $160,039-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 41.5%-41.5pp | 21.3%-21.3pp | 34.7%-34.7pp |
| Annual return | 297.90% | 8.76%+289.1pp | 9.15%+288.7pp | 12.28%+285.6pp |
| Employer contribution / active EE | $3,958 | $35,037-88.7% | $26,409-85.0% | $34,589-88.6% |
| Participant deferral / active EE | $0 | $295-100.0% | $266-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $2,041-100.0% | $1,701-100.0% | $47,656-100.0% |