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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.10+ years Filed as: SAVASTA AND COMPANY, INC Service code 11 · EIN 13-3879959 655 THIRD AVENUE 12TH FLOOR · NEW YORK, NY 10017 | Actuarial | $90,000 |
GOULD, KOBRICK & SCHLAPP, P.C.10+ years Service code 10 · EIN 13-3082707 192 LEXINGTON AVE SUITE 700 · NEW YORK, NY 10016 | Accounting | $8,500 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | - |
| Annual return | 282.94% | 72.14%+210.8pp | 9.17%+273.8pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $40,523-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $42-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $17,411-100.0% | - |