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| Provider | Service type | Compensation |
|---|---|---|
GCC-IBT LOCAL 1L4+ years Service code 15 · EIN 13-4920470 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Recordkeeping | $222,082 |
ROGOFF & COMPANY PC4+ years Filed as: ROGOFF & CO Service code 10 · EIN 13-2688836 355 LEXINGTON AVE · NEW YORK, NY 10017 | Accounting | $42,000 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835586 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $21,888 |
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 | $289,682-100.0% | $50,635-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | - |
| Annual return | 147.72% | 43.80%+103.9pp | 18.06%+129.7pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $30,411-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $40-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $1,675-100.0% | - |