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| Provider | Service type | Compensation |
|---|---|---|
GCC-IBT LOCAL 1L2+ years Service code 15 · EIN 13-4920470 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Recordkeeping | $239,922 |
ROGOFF & COMPANY PC2+ years Filed as: ROGOFF & CO Service code 10 · EIN 13-2688836 355 LEXINGTON AVE · NEW YORK, NY 10017 | Accounting | $38,100 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835586 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $29,835 |
KENNEDY CAPITAL MANAGEMENT2+ years Filed as: KENNEDY, JENNIK & MURRAY Service code 29 · EIN 25-1919594 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Legal | $13,500 |
CHIMENTO AND WEBB PC1 year Filed as: CHIMENTO & WEBB PC Service code 29 333 ELM STREET · DEDHAM, MA 02026 | Legal | $11,760 |
Filed as: KAUFF,MCGUIRE & MARGOLIS Service code 29 · EIN 13-2725481 950 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $5,175 |
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 | $233,564-100.0% | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | - |
| Annual return | 52.63% | 28.83%+23.8pp | 10.53%+42.1pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $29,360-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $1,273-100.0% | - |