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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 11-2208237 | Contract Administrator | $440,384 |
Filed as: CBIZ INC Service code 13 · EIN 22-2769024 | Contract Administrator | $358,157 |
Service code 13 · EIN 11-2547525 | Contract Administrator | $346,653 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $40,724 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $30,000 |
RONALD BLUE & COMPANY2+ years Filed as: RONALD A. STRACI, ESQ Service code 29 17 BATTERY PLACE, STE 610 · NEW YORK, NY 10004 | Legal | $19,044 |
FRANK M. VACCARO & ASSOCIATES2+ years Filed as: FRANK M VACCARO & ASSOCIATES INC Service code 11 · EIN 23-3013555 | Actuarial | $18,511 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $18,000 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $17,722 |
UFCW LOCAL 342 UNION2+ years Service code 13 · EIN 11-1890603 | Contract Administrator | $7,208 |
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 | $118,150-100.0% | $111,575-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.1%-28.1pp | 8.4%-8.4pp | 45.6%-45.6pp |
| Annual return | 0.71% | 34.58%-33.9pp | 18.87%-18.2pp | 4.16%-3.4pp |
| Employer contribution / active EE | $0 | $32,305-100.0% | $19,828-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $68-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $350-100.0% | $262-100.0% | $21,465-100.0% |