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| Provider | Service type | Compensation |
|---|---|---|
THE LAMBOS FIRM, LLP1+ years Filed as: THE LAMBOS FIRM Service code 29 · EIN 13-3864093 | Legal | $48,710 |
Filed as: MARSHALL AND MOSS Service code 14 · EIN 81-2845805 | Plan Administrator | $39,294 |
MARRINAN & MAZZOLA MARDON P.C.1+ years Filed as: MARRINAN AND MAZZOLA MARDON Service code 29 · EIN 13-3303633 | Legal | $25,691 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS SECURITY Service code 27 · EIN 20-1899564 | Advisory (Plan) | $22,334 |
Filed as: PRUDENTIAL FINANCIAL Service code 28 · EIN 22-1211670 | Investment Management | $14,921 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,515 | $46,423-90.3% | $75,901-94.1% | $67,579-93.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 0.00% | 32.29%-32.3pp | 30.76%-30.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $4,331 | $1,406+208.0% | $2,501+73.2% | $2,148+101.7% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $227 | $132+72.4% | $5,420-95.8% | $142+59.7% |