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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.2+ years Filed as: SAVASTA & COMPANY Service code 13 · EIN 13-3879959 60 BROAD STREET · NEW YORK, NY 10004 | Contract Administrator | $40,415 |
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 135 WEST 50TH ST · NEW YORK, NY 10020 | Accounting | $10,500 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $415,031-100.0% | $139,743-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | - |
| Annual return | 215.00% | 15.23%+199.8pp | 4.96%+210.0pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $29,749-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $3,369-100.0% | - |