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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMCU & RFSEU LOCAL WELFARE FUND Service code 13 · EIN 11-1896894 | Contract Administrator | $485,200 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ INC Service code 13 · EIN 22-2769024 | Contract Administrator | $386,349 |
Service code 13 · EIN 11-2547525 | Contract Administrator | $253,000 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $220,273 |
UFCW LOCAL 342 UNION5+ years Service code 13 · EIN 11-1890603 | Contract Administrator | $31,312 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $27,500 |
RONALD BLUE & COMPANY5+ 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.5+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $18,000 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $16,248 |
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 28 · EIN 42-0127290 | Investment Management | $0 |
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 | $204,001-100.0% | $204,001-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 35.7%-35.7pp | 9.4%-9.4pp | 47.4%-47.4pp |
| Annual return | -3.42% | -238.73%+235.3pp | -100.31%+96.9pp | 12.16%-15.6pp |
| Employer contribution / active EE | $0 | $30,640-100.0% | $18,686-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,604-100.0% | $1,604-100.0% | $17,640-100.0% |