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| Provider | Service type | Compensation |
|---|---|---|
GCC-IBT LOCAL 1L3+ years Filed as: GCC/IBT LOCAL 1L Service code 15 · EIN 13-4920470 | Recordkeeping | $48,537 |
ROGOFF & COMPANY PC3+ years Filed as: ROGOFF & COMPANY, P.C Service code 10 · EIN 13-2688836 | Accounting | $15,000 |
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 | $360,335-100.0% | $261,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | - |
| Annual return | 194.98% | 25.06%+169.9pp | -2.99%+198.0pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $41,623-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $35-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $38,841-100.0% | - |