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| Provider | Service type | Compensation |
|---|---|---|
GCC-IBT LOCAL 1L1+ years Service code 15 · EIN 13-4920470 | Recordkeeping | $51,477 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL COSULTANTS Service code 11 · EIN 26-3842522 | Actuarial | $40,000 |
DAHAB ASSOCIATES1+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $25,000 |
SYNTONIC SYSTEMS, INC.1+ years Filed as: SYNTONIC SYSTEMS INC Service code 16 · EIN 13-2925049 | Consulting | $19,200 |
ROGOFF & COMPANY PC1+ years Filed as: ROGOFF & CO Service code 10 · EIN 13-2688836 | Accounting | $13,000 |
LOTSOFF1+ years Filed as: LOTSOFF CAPITAL MANAGEMENT Service code 51 · EIN 36-3250722 | Investment Mgmt Fees | $11,658 |
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY, JENNIK & MURRAY, P.C. Service code 29 · EIN 25-1919594 | Legal | $5,618 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,622-100.0% | $96,302-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 8.8%-8.8pp | 48.7%-48.7pp |
| Annual return | -2.44% | -6.67%+4.2pp | -2.90%+0.5pp | -2.16%-0.3pp |
| Employer contribution / active EE | $21,494 | $50,664-57.6% | $27,990-23.2% | $42,949-50.0% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $677-100.0% | $519-100.0% | $12,572-100.0% |