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| Provider | Service type | Compensation |
|---|---|---|
GCC-IBT LOCAL 1L1+ years Service code 15 · EIN 13-4920470 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Recordkeeping | $270,515 |
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY, JENNIK & MURRAY Service code 29 · EIN 25-1919594 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Legal | $44,555 |
ROGOFF & COMPANY PC1+ years Filed as: ROGOFF & CO Service code 10 · EIN 13-2688836 355 LEXINGTON AVE · NEW YORK, NY 10017 | Accounting | $38,360 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835586 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $28,371 |
MBSII.NET LLC1+ years Filed as: MBS II. NET LLC Service code 15 · EIN 06-1571655 194 MAIN STREET NORTH · SOUTHBURRY, CT 06488 | Recordkeeping | $5,891 |
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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 81.02% | 7.64%+73.4pp | 7.98%+73.0pp | 11.88%+69.1pp |
| Employer contribution / active EE | $0 | $10,406-100.0% | $23,724-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |