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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.6+ years Filed as: SAVASTA AND COMPANY, INC Service code 11 · EIN 22-2500061 655 THIRD AVENUE 12TH FLOOR · NEW YORK, NY 10017 | Actuarial | $78,000 |
GOULD, KOBRICK & SCHLAPP, P.C.6+ years Service code 10 · EIN 13-3082707 192 LEXINGTON AVE SUITE 700 · 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 | $1,185,213-100.0% | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | - |
| Annual return | 339.13% | 42.38%+296.8pp | 9.52%+329.6pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $41,951-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $18-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $1,512-100.0% | - |