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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL EMPLOYEE ADMINISTRATORS Service code 13 · EIN 65-0498809 | Contract Administrator | $147,425 |
SUGARMAN & SUSSKIND PA6 years Service code 29 · EIN 59-2539792 | Legal | $115,103 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
RIDGEWORTH2 years Filed as: KAYNE ANDERSON RUDNICK Service code 27 · EIN 95-4575414 | Advisory (Plan) | $64,261 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $61,698 |
LAPADULA CARLSON & CO6 years Service code 10 · EIN 65-0292391 | Accounting | $27,917 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 19 · EIN 34-1301793 | Securities Custodian | $16,809 |
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Annual investment return 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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -15.14% | -8.26%-6.9pp | -5.84%-9.3pp | 2.77%-17.9pp |
| Employer contribution / active EE | $12,242 | $12,543-2.4% | $31,839-61.5% | $15,262-19.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |