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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ INC Service code 13 · EIN 22-2769024 | Contract Administrator | $409,799 |
Filed as: AMCU & RFSEU LOCAL WELFARE FUND Service code 13 · EIN 11-1896894 | Contract Administrator | $89,400 |
Service code 13 · EIN 11-2547525 | Contract Administrator | $76,000 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $53,767 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $30,682 |
RONALD BLUE & COMPANY8+ years Filed as: RONALD A. STRACI, ESQ Service code 29 17 BATTERY PLACE, STE 610 · NEW YORK, NY 10004 | Legal | $14,283 |
UFCW LOCAL 342 UNION8+ years Service code 13 · EIN 11-1890603 | Contract Administrator | $12,200 |
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 | $75,030-100.0% | $75,030-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.5%-44.5pp |
| Annual return | 180.50% | -10.20%+190.7pp | -2.63%+183.1pp | -14.65%+195.1pp |
| Employer contribution / active EE | $0 | $48,508-100.0% | $29,813-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,582-100.0% |