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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC5+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 65-1205077 | Contract Administrator | $112,883 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $58,000 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA Service code 10 · EIN 47-0900880 | Accounting | $32,504 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $27,253 |
QUAN-VEST CONSULTANTS, INC.5+ years Filed as: QUAN VEST CONSULTING Service code 27 · EIN 11-2559669 | Advisory (Plan) | $18,000 |
Filed as: BANCO POPULAR Service code 18 · EIN 66-0561870 | Direct payment from the plan; Custodi... | $9,485 |
NEW & KARFUNKEL, P.C.2 years Service code 24 | Discretionary Trustee | $6,810 |
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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 | $78,313-100.0% | $78,313-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 13.0%-13.0pp | 43.0%-43.0pp |
| Annual return | -3.54% | 5.50%-9.0pp | 6.61%-10.1pp | 259.14%-262.7pp |
| Employer contribution / active EE | $2,371 | $30,041-92.1% | $24,284-90.2% | $41,471-94.3% |
| Participant deferral / active EE | $0 | $490-100.0% | $408-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $19,478-100.0% | $19,478-100.0% | $21,546-100.0% |