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| Provider | Service type | Compensation |
|---|---|---|
SUGARMAN & SUSSKIND PA2+ years Filed as: SUGARMAN & SUSSKIND, P.A. Service code 29 · EIN 59-2539792 | Legal | $119,473 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN. Service code 13 · EIN 65-0498809 | Contract Administrator | $107,214 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $101,912 |
DELAWARE INVESTMENTS2+ years Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $83,267 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
Service code 28 · EIN 80-0175963 | Investment Management | $38,309 |
LAPADULA CARLSON & CO2+ years Filed as: LAPADULA, CARLSON & CO. CPA'S Service code 10 · EIN 65-0292391 | Accounting | $29,115 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 4.71% | 3.49%+1.2pp | 4.16%+0.6pp | 7.18%-2.5pp |
| Employer contribution / active EE | $7,656 | $11,083-30.9% | $29,966-74.4% | $13,095-41.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |