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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMCU & RFSEU LOCAL WELFARE FUND Service code 50 · EIN 11-1896894 | Direct Payment | $495,168 |
Filed as: CBIZ INC Service code 13 · EIN 22-2769024 | Contract Administrator | $402,564 |
Service code 13 · EIN 11-2547525 | Contract Administrator | $230,000 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $117,989 |
UFCW LOCAL 342 UNION6+ years Service code 13 · EIN 11-1890603 | Contract Administrator | $34,211 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $32,500 |
QUAN-VEST CONSULTANTS, INC.6+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $18,000 |
RONALD BLUE & COMPANY6+ years Filed as: RONALD A. STRACI, ESQ Service code 29 17 BATTERY PLACE, STE 610 · NEW YORK, NY 10004 | Legal | $17,457 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $7,872 |
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 | $34,827-100.0% | $2,066,441-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 7.0%-7.0pp | 43.0%-43.0pp |
| Annual return | 47.64% | 8.77%+38.9pp | 10.57%+37.1pp | 259.14%-211.5pp |
| Employer contribution / active EE | $0 | $30,532-100.0% | $18,335-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $246-100.0% | $8,713-100.0% | $21,546-100.0% |