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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 31-1582098 | Actuarial | $148,407 |
Service code 13 · EIN 11-1896894 | Contract Administrator | $138,536 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $72,702 |
Service code 13 · EIN 11-2547525 | Contract Administrator | $60,183 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436946 | Accounting | $27,790 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $9,000 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $7,500 |
UFCW LOCAL 342 UNION3+ years Filed as: LOCAL 342 UNION Service code 13 · EIN 11-1890603 | Contract Administrator | $7,163 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $425,338-100.0% | $411,917-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.6%-35.6pp | 16.2%-16.2pp | 45.9%-45.9pp |
| Annual return | 1.93% | 9.03%-7.1pp | 10.36%-8.4pp | 10.21%-8.3pp |
| Employer contribution / active EE | $0 | $48,592-100.0% | $37,738-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |