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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.4 years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 14 WALL STREET 20TH FLOOR · NEW YORK, NY 10005 | Legal | $67,682 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 150 CLOVE ROAD 10TH FLOOR · LITTLE FALLS, NJ 07424 | Actuarial | $61,337 |
WAGNER & ZWERMAN LLP6+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $18,400 |
CADARET GRANT & CO INC2 years Filed as: CADARET GRANT & COMPANY Service code 50 · EIN 22-2361254 100 MADISON STREET SUITE 1300 · SYRACUSE, NY 13202 | Direct Payment | $6,769 |
GAMCO ASSET MANAGEMENT5 years Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $5,000 |
US BANK6+ years Service code 19 · EIN 31-0841368 221 SOUTH FIGUEROA ST · LOS ANGELES, CA 90012 | Securities Custodian | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,185,213-100.0% | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | - |
| Annual return | -23.16% | 42.38%-65.5pp | 7.48%-30.6pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $39,603-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $172-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $1,197-100.0% | - |