Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.1+ years Filed as: SAVASTA AND COMPANY, INC Service code 11 · EIN 22-2500061 60 BROAD STREET 37TH FLOOR · NEW YORK, NY 10004 | Actuarial | $78,000 |
GOULD, KOBRICK & SCHLAPP, P.C.1+ years Service code 10 · EIN 13-3082707 3 PARK AVENUE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $6,750 |
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 | $206,458-100.0% | $846,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | - |
| Annual return | 377.05% | 4.11%+372.9pp | -0.81%+377.9pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $38,425-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $15,697-100.0% | - |