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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 11-2208237 | Contract Administrator | $386,500 |
Filed as: CBIZ INC Service code 13 · EIN 22-2769024 | Contract Administrator | $331,960 |
Service code 13 · EIN 11-2547525 | Contract Administrator | $257,404 |
FRANK M. VACCARO & ASSOCIATES3+ years Filed as: FRANK M VACCARO & ASSOCIATES INC Service code 11 · EIN 23-3013555 | Actuarial | $36,367 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $30,417 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $20,182 |
RONALD BLUE & COMPANY3+ years Filed as: RONALD A. STRACI, ESQ Service code 29 17 BATTERY PLACE, STE 610 · NEW YORK, NY 10004 | Legal | $19,044 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $18,000 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $14,142 |
UFCW LOCAL 342 UNION3+ years Service code 13 · EIN 11-1890603 | Contract Administrator | $8,200 |
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 | $121,964-100.0% | $107,664-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 10.0%-10.0pp | 45.9%-45.9pp |
| Annual return | 5.61% | 10.73%-5.1pp | 337.46%-331.9pp | 10.21%-4.6pp |
| Employer contribution / active EE | $0 | $31,543-100.0% | $20,191-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,970-100.0% | $1,663-100.0% | $13,518-100.0% |