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| Provider | Service type | Compensation |
|---|---|---|
GCC-IBT LOCAL 1L8+ years Service code 15 · EIN 13-4920470 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Recordkeeping | $190,771 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835586 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $36,046 |
ROGOFF & COMPANY PC8+ years Filed as: ROGOFF & CO Service code 10 · EIN 13-2688836 355 LEXINGTON AVE · NEW YORK, NY 10017 | Accounting | $19,458 |
COHEN & STEERS3 years Filed as: COHEN WEISS AND SIMON Service code 29 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $11,462 |
AMALGAMATED BANK2 years Service code 99 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Other Fees | $9,685 |
MBSII.NET LLC8+ years Filed as: MBS II. NET LLC Service code 15 · EIN 06-1571655 194 MAIN STREET NORTH · SOUTHBURRY, CT 06488 | Recordkeeping | $6,300 |
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 | $151,373-100.0% | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | - |
| Annual return | 209.52% | 93.58%+115.9pp | 15.31%+194.2pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $28,686-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $126-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $456-100.0% | - |