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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT MANAGERS Service code 28 · EIN 68-0370668 | Investment Management | $776,043 |
Filed as: HEALTH SERVICES AND BENEFIT ADMIN Service code 12 · EIN 94-3089465 | Recordkeeping and information managem... | $384,532 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWM, P.C. Service code 10 · EIN 22-2027092 | Accounting | $261,036 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 94-1503999 | Actuarial | $238,486 |
SALTZMAN & JOHNSON2 years Service code 29 · EIN 94-2376174 | Legal | $148,765 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY/GREYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $138,965 |
MCMORGAN & COMPANY LLC2 years Service code 28 · EIN 52-2334338 | Investment Management | $134,131 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 28 · EIN 41-2016508 | Investment Management | $111,781 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $106,905 |
THE SEGAL COMPANY8+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $22,245 |
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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 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 6.91% | 9.87%-3.0pp | 15.31%-8.4pp | 9.11%-2.2pp |
| Employer contribution / active EE | $15,743 | $9,738+61.7% | $28,686-45.1% | $12,231+28.7% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |