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| Provider | Service type | Compensation |
|---|---|---|
THE SAVITZ ORGANIZATION2+ years Service code 11 · EIN 23-1700844 | Actuarial | $144,965 |
Service code 32 · EIN 14-1875073 | Other commissions; Real estate brokerage | $86,813 |
Filed as: SCHNEIDER REALTY SERVICES Service code 32 345 NEW DORP LANE · STATEN ISLAND, NY 10306 | Real estate brokerage; Other commissions | $81,175 |
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $62,099 |
LARRY MAGARIK, ESQ1 year Filed as: LARRY MAGARIK Service code 20 80 EIGHTH AVENUE, 9TH FLOOR · NEW YORK, NY 10011 | Trustee (individual); Direct payment ... | $60,145 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $26,183 |
JASPAN SCHLESINGER LLP1 year Service code 29 · EIN 13-1546481 | Legal | $16,750 |
Service code 14 · EIN 11-1896894 | Plan Administrator | $13,232 |
Filed as: AMCU & RFSEU LOCAL 342 LEGAL FUND Service code 14 · EIN 11-2547525 | Plan Administrator | $11,978 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 49 · EIN 22-1146430 | Other Services | $6,649 |
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.
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 | $169,910-100.0% | $158,640-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.4%-35.4pp | 22.2%-22.2pp | 45.9%-45.9pp |
| Annual return | 58.24% | 9.33%+48.9pp | 10.66%+47.6pp | 10.21%+48.0pp |
| Employer contribution / active EE | $0 | $36,456-100.0% | $30,880-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $65-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,630-100.0% | $1,478-100.0% | $13,518-100.0% |