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| Provider | Service type | Compensation |
|---|---|---|
GCC-IBT LOCAL 1L7+ years Service code 15 · EIN 13-4920470 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Recordkeeping | $175,375 |
ROGOFF & COMPANY PC7+ years Filed as: ROGOFF & CO Service code 10 · EIN 13-2688836 355 LEXINGTON AVE · NEW YORK, NY 10017 | Accounting | $35,000 |
AMALGAMATED BANK1 year Service code 99 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Other Fees | $13,184 |
COHEN & STEERS2 years Filed as: COHEN WEISS AND SIMON Service code 29 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $10,868 |
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 | $503,327-100.0% | $53,690-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | - |
| Annual return | 213.48% | 55.68%+157.8pp | -4.80%+218.3pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $30,897-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $40,849-100.0% | - |