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| Provider | Service type | Compensation |
|---|---|---|
FUIMAN MOGILA, LLP1 year Service code 29 · EIN 93-1652658 5 PENN PLAZA, 23RD FLOOR · NEW YORK, NY 10001 | Legal | $36,000 |
GAMCO ASSET MANAGEMENT9 years Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $33,068 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 150 CLOVE ROAD · LITTLE FALLS, NJ 07424 | Actuarial | $24,242 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 87-2525370 100 JERICHO QUADRANGLE, SUITE 342 · JERICHO, NY 11753 | Accounting | $23,300 |
WB ADVISORS1 year Filed as: WB ADVISORS, LLC Service code 13 · EIN 45-4840347 118 NORTH BEDFORD RD SUITE 100 · MT KISCO, NY 10459 | Contract Administrator | $18,000 |
CADARET GRANT & CO INC4 years Filed as: CADARET, GRANT & COMPANY Service code 28 · EIN 22-2361254 100 MADISON STREET, SUITE 1300 · SYRACUSE, NY 13202 | Investment Management | $5,162 |
Filed as: RAYMOND AQUILINO Service code 20 108-15 CROSS BAY BOULEVARD · OZONE PARK, NY 11417 | Direct payment from the plan; Trustee... | $5,000 |
US BANK10+ years Service code 19 · EIN 31-0841368 221 SOUTH FIGUEROA STREET, STE 210 · LOS ANGELES, CA 90012 | Securities Custodian | $5,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | - |
| Annual return | 9.06% | 72.14%-63.1pp | 7.19%+1.9pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $35,958-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $162-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $1,724-100.0% | - |