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| Provider | Service type | Compensation |
|---|---|---|
SUGARMAN & SUSSKIND PA2 years Service code 29 · EIN 59-2539792 | Legal | $114,512 |
NATIONAL EMPLOYEE BENEFIT ADMIN4+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 | Contract Administrator | $102,999 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $77,373 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
LAPADULA CARLSON & CO2 years Service code 10 · EIN 65-0292391 | Accounting | $39,749 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.08% | 4.25%-8.3pp | -752.26%+748.2pp | 0.19%-4.3pp |
| Employer contribution / active EE | $10,022 | $11,906-15.8% | $31,802-68.5% | $13,763-27.2% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |