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| Provider | Service type | Compensation |
|---|---|---|
GCC-IBT LOCAL 1L10+ years Service code 15 · EIN 13-4920470 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Recordkeeping | $89,867 |
INNOVATION PARTNERS LLC6 years Filed as: INNOVATION SOFTWARE SOLUTIONS, INC Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $6,109 |
COHEN & STEERS1 year Filed as: COHEN WEISS AND SIMON Service code 29 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $5,850 |
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.
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 | $937,755-100.0% | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | - |
| Annual return | 91.43% | 72.14%+19.3pp | 6.70%+84.7pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $25,217-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $47-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $7,182-100.0% | - |