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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.5+ years Filed as: SAVASTA & COMPANY Service code 13 · EIN 13-3879959 60 BROAD STREET · NEW YORK, NY 10004 | Contract Administrator | $38,038 |
FORVIS, LLP4 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 135 WEST 50TH ST · NEW YORK, NY 10020 | Accounting | $11,300 |
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 | $289,682-100.0% | $177,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | - |
| Annual return | 276.80% | 43.80%+233.0pp | 11.67%+265.1pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $28,376-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $46-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $15,617-100.0% | - |