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| Provider | Service type | Compensation |
|---|---|---|
GCC-IBT LOCAL 1L1+ years Service code 15 · EIN 13-4920470 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Recordkeeping | $100,319 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $24,903 |
DAHAB ASSOCIATES1+ years Service code 27 · EIN 11-2783874 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Advisory (Plan) | $14,500 |
ROGOFF & COMPANY PC1+ years Filed as: ROGOFF & CO. Service code 10 · EIN 13-2688836 355 LEXINGTON AVE · NEW YORK, NY 10017 | Accounting | $14,000 |
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY JENNIK & MURRAY Service code 29 · EIN 25-1919594 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Legal | $8,821 |
MBSII.NET LLC1+ years Service code 15 · EIN 06-1571655 | Recordkeeping | $6,450 |
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.
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 | $206,458-100.0% | $96,302-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | - |
| Annual return | -12.59% | 4.11%-16.7pp | -2.90%-9.7pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $27,990-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $519-100.0% | - |