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| Provider | Service type | Compensation |
|---|---|---|
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $157,837 |
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $58,994 |
Service code 14 · EIN 11-1896894 | Plan Administrator | $50,466 |
Filed as: AMCU & RFSEU LOCAL 342 LEGAL FUND Service code 14 · EIN 11-2547525 | Plan Administrator | $45,651 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $28,573 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN VEST Service code 28 390 PLANDOME RD · MANHASSET, NY 11030 | Investment Management | $6,750 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 49 · EIN 22-1146430 | Other Services | $5,501 |
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 | $142,953-100.0% | $139,743-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 35.1%-35.1pp | 22.6%-22.6pp | 45.6%-45.6pp |
| Annual return | 15.29% | 4.04%+11.3pp | 4.96%+10.3pp | 4.16%+11.1pp |
| Employer contribution / active EE | $0 | $35,442-100.0% | $29,749-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $26-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $3,369-100.0% | $21,465-100.0% |