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| Provider | Service type | Compensation |
|---|---|---|
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $171,425 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $83,640 |
Service code 13 · EIN 11-2547525 | Contract Administrator | $78,649 |
Service code 13 · EIN 11-1896894 | Contract Administrator | $68,900 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436946 | Accounting | $31,066 |
UFCW LOCAL 342 UNION1+ years Filed as: LOCAL 342 UNION Service code 13 · EIN 11-1890603 | Contract Administrator | $25,435 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $7,500 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $6,750 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 28 · EIN 58-2432390 | Investment Management | $6,000 |
UFCW LOCAL 11+ years Filed as: UFCW LOCAL ONE Service code 15 · EIN 15-0559586 | Recordkeeping | $5,190 |
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 | $258,845-100.0% | $846,462-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 51.0%-51.0pp | 23.1%-23.1pp | 48.7%-48.7pp |
| Annual return | -1.87% | -1.13%-0.7pp | -0.81%-1.1pp | -2.16%+0.3pp |
| Employer contribution / active EE | $0 | $49,652-100.0% | $38,425-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |