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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMCU & RDSEU LOCAL 342 WELFARE Service code 15 · EIN 11-1896894 | Recordkeeping | $360,000 |
CBIZ RETIREMENT PLAN SERVICES5+ years Service code 11 · EIN 31-1582098 | Actuarial | $312,894 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $224,412 |
Filed as: AMCU & RDSEU LOCAL 342 GROUP LEGAL Service code 15 · EIN 11-2547525 | Recordkeeping | $165,021 |
QUAN-VEST CONSULTANTS, INC.6+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $66,091 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $24,215 |
UFCW LOCAL 342 UNION6+ years Service code 15 · EIN 11-1890603 | Recordkeeping | $24,043 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $9,003 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $161,673-100.0% | $161,673-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 41.7%-41.7pp | 43.0%-43.0pp |
| Annual return | 10.36% | 9.27%+1.1pp | 9.65%+0.7pp | 259.14%-248.8pp |
| Employer contribution / active EE | $0 | $32,307-100.0% | $27,458-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $33-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $23,561-100.0% | $23,561-100.0% | $21,546-100.0% |