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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.2+ years Filed as: SAVASTA AND COMPANY, INC Service code 11 · EIN 22-2500061 60 BROAD STREET 37TH FLOOR · NEW YORK, NY 10004 | Actuarial | $85,238 |
GOULD, KOBRICK & SCHLAPP, P.C.2+ 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 | $415,031-100.0% | $374,107-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | - |
| Annual return | 313.96% | 15.23%+298.7pp | 4.74%+309.2pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $36,089-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $10,677-100.0% | - |