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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Service code 11 · EIN 31-1582098 | Actuarial | $141,382 |
Service code 13 · EIN 11-1896894 | Contract Administrator | $113,500 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $93,514 |
AMCU & RFSEU LOCAL 342 GROUP LEGAL5+ years Service code 13 · EIN 11-2547525 | Contract Administrator | $62,000 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436946 | Accounting | $30,215 |
UFCW LOCAL 342 UNION5+ years Filed as: LOCAL 342 UNION Service code 13 · EIN 11-1890603 | Contract Administrator | $14,300 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $9,147 |
QUAN-VEST CONSULTANTS, INC.5+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
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 | $177,834-100.0% | $177,834-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 58.6%-58.6pp | 39.5%-39.5pp | 47.4%-47.4pp |
| Annual return | 0.55% | 10.65%-10.1pp | 11.67%-11.1pp | 12.16%-11.6pp |
| Employer contribution / active EE | $0 | $33,520-100.0% | $28,376-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $48-100.0% | $46-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $15,617-100.0% | $15,617-100.0% | $17,640-100.0% |