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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Service code 11 · EIN 31-1582098 | Actuarial | $144,828 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $105,462 |
Service code 13 · EIN 11-1896894 | Contract Administrator | $104,191 |
Service code 13 · EIN 11-2547525 | Contract Administrator | $49,908 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436946 | Accounting | $30,031 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $9,000 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $7,500 |
UFCW LOCAL 342 UNION4+ years Filed as: LOCAL 342 UNION Service code 13 · EIN 11-1890603 | Contract Administrator | $7,427 |
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.
The 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 | $233,278-100.0% | $379,314-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.6%-37.6pp | 17.4%-17.4pp | 46.4%-46.4pp |
| Annual return | -4.45% | -2.89%-1.6pp | -2.18%-2.3pp | -82.66%+78.2pp |
| Employer contribution / active EE | $0 | $50,326-100.0% | $38,751-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |