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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC10+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 50 · EIN 65-1205077 | Direct Payment | $113,274 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $112,278 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA Service code 10 · EIN 47-0900880 | Accounting | $36,977 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $33,709 |
SAGE ADVISORY SERVICES3 years Service code 27 · EIN 74-2798841 5900 SOUTHWEST PARKWAY, UNIT 1 · AUSTIN, TX 78735 | Advisory (Plan) | $30,850 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 19 · EIN 36-3145972 1221 AVENUE OF THE AMERICAS 4TH FL · NEW YORK, NY 10020 | Securities Custodian | $20,000 |
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BANCO POPULAR Service code 18 · EIN 66-0561870 | Direct payment from the plan; Custodi... | $10,594 |
NEW & KARFUNKEL, P.C.7 years Service code 24 | Discretionary Trustee | $5,400 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | - | 27.7%-27.7pp |
| Annual return | 1.07% | -2.19%+3.3pp | -1.02%+2.1pp | 15.59%-14.5pp |
| Employer contribution / active EE | $0 | $32,206-100.0% | $29,020-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |