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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.3+ 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.3+ years Service code 10 · EIN 13-3082707 3 PARK AVENUE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $7,500 |
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 | $233,564-100.0% | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | - |
| Annual return | 357.36% | 28.83%+328.5pp | 10.36%+347.0pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $37,738-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $15,661-100.0% | - |