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| Provider | Service type | Compensation |
|---|---|---|
GCC-IBT LOCAL 1L4+ years Service code 15 · EIN 13-4920470 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Recordkeeping | $133,816 |
ROGOFF & COMPANY PC4+ years Filed as: ROGOFF & CO. Service code 10 · EIN 13-2688836 355 LEXINGTON AVE · NEW YORK, NY 10017 | Accounting | $16,000 |
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.
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 | $360,335-100.0% | $476,019-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | - |
| Annual return | 116.90% | 25.06%+91.8pp | 4.36%+112.5pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $27,383-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $75-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $14,020-100.0% | - |