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| Provider | Service type | Compensation |
|---|---|---|
GCIU LOCAL 119B WELFARE5+ years Service code 49 · EIN 13-5623497 | Other Services | $55,995 |
SAVASTA AND COMPANY, INC.4 years Filed as: SAVASTA AND COMPANY, INC Service code 11 · EIN 13-3879959 | Actuarial | $49,545 |
LEVY RATNER2 years Service code 29 · EIN 13-3726314 | Legal | $46,493 |
GOULD, KOBRICK & SCHLAPP, P.C.5+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 | Accounting | $30,000 |
Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $27,260 |
GCIU LOCAL 119B UNION5+ years Service code 49 · EIN 13-5274605 | Other Services | $22,241 |
CLEARBROOK INVESTMENT5+ years Filed as: CLEARBROOK FINANCIAL Service code 27 · EIN 11-3290218 | Advisory (Plan) | $21,375 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $14,758 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $4,047 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | -2.49% | 9.55%-12.0pp | 9.52%-12.0pp | 9.29%-11.8pp |
| Employer contribution / active EE | $6,430 | $20,722-69.0% | $41,951-84.7% | $15,168-57.6% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |