Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $405,720 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $109,548 |
Service code 13 · EIN 11-1896894 | Contract Administrator | $60,335 |
Service code 13 · EIN 11-2547525 | Contract Administrator | $53,168 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $36,395 |
UFCW LOCAL 342 UNION1+ years Service code 13 · EIN 11-1890603 | Contract Administrator | $6,057 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 49 · EIN 22-1146430 | Other Services | $5,728 |
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 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | 9.99% | 3.93%+6.1pp | 4.74%+5.2pp | 4.16%+5.8pp |
| Employer contribution / active EE | $0 | $47,405-100.0% | $36,089-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |