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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES7+ years Service code 11 · EIN 31-1582098 | Actuarial | $166,391 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436946 | Accounting | $30,251 |
AMCU & RFSEU LOCAL 342 GROUP LEGAL8+ years Service code 13 · EIN 11-2547525 | Contract Administrator | $30,000 |
Service code 13 · EIN 11-1896894 | Contract Administrator | $21,000 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $18,480 |
UFCW LOCAL 342 UNION8+ years Filed as: LOCAL 342 UNION Service code 13 · EIN 11-1890603 | Contract Administrator | $6,000 |
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 auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | $65,170-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | - |
| Annual return | 250.69% | 55.68%+195.0pp | 7.07%+243.6pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $34,847-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $51-100.0% | - |