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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 11-2621686 16 COURT STREET, SUITE 2200 · BROOKLYN, NY 11241 | Plan Administrator | $130,000 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN ADVISORS, LLC Service code 10 · EIN 87-2525370 100 JERICHO QUADRANGLE SUITE 342 · JERICHO, NY 11753 | Accounting | $22,750 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | - |
| Annual return | 416.01% | 72.14%+343.9pp | 8.92%+407.1pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $24,457-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $14-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $692-100.0% | - |