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| Provider | Service type | Compensation |
|---|---|---|
LITTLER MENDELSON, P.C.2 years Filed as: LITTLER MENDELSON P.C. Service code 29 · EIN 94-2602731 P.O. BOX 207137 · DALLAS, TX 753207137 | Legal | $68,113 |
SAVASTA AND COMPANY, INC.2 years Filed as: SAVASTA & COMPANY, INC Service code 11 · EIN 13-3879959 655 THIRD AVENUE · NEW YORK, NY 10017 | Actuarial | $44,500 |
SAMUEL GOLDSTEIN & CO PC2 years Filed as: SAMUEL GOLDSTEIN & CO., P.C. Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $37,500 |
Filed as: LINDABURY,MCCORMICK,ESTABROOK & COO Service code 20 · EIN 22-1943351 53 CARDINAL DRIVE, P.O. BOX 2369 · WESTFIELD, NJ 070912369 | Trustee (individual) | $14,211 |
Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $14,061 |
HARDING LOEVNER LP10+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $13,716 |
BOSTON FINANCIAL3 years Filed as: BOSTON FINANCIAL MANAGEMENT LLC Service code 28 · EIN 47-5575386 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $13,199 |
STULBERG & WALSH LLP1 year Filed as: STULBERG & WALSH, LLP Service code 20 · EIN 13-3309770 14 WALL STREET, SUITE 5G · NEW YORK, NY 10005 | Trustee (individual) | $8,015 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | -1.62% | 3.31%-4.9pp | 5.04%-6.7pp | 13.05%-14.7pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |