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| Provider | Service type | Compensation |
|---|---|---|
GCC-IBT LOCAL 1L9+ years Filed as: GCC/IBT LOCAL 1L Service code 13 · EIN 13-4920470 | Contract Administrator | $58,421 |
ROGOFF & COMPANY PC9+ years Filed as: ROGOFF & COMPANY, P.C Service code 10 · EIN 13-2688836 | Accounting | $24,000 |
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.
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 | $937,755-100.0% | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | - |
| Annual return | 104.75% | 72.14%+32.6pp | 6.89%+97.9pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $43,868-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $44-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $1,988-100.0% | - |