Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.3+ years Filed as: SAVASTA & COMPANY Service code 13 · EIN 13-3879959 60 BROAD STREET · NEW YORK, NY 10004 | Contract Administrator | $40,449 |
FORVIS, LLP2 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 135 WEST 50TH ST · NEW YORK, NY 10020 | Accounting | $11,000 |
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 | $233,564-100.0% | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | - |
| Annual return | 414.49% | 28.83%+385.7pp | 10.66%+403.8pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $30,880-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $65-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $1,478-100.0% | - |