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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR1+ years Filed as: WILLIAM ROTHBERG Service code 14 · EIN 11-2621686 16 COURT STREET - STE 2200 · BROOKLYN, NY 11241 | Plan Administrator | $100,000 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $35,000 |
WAGNER & ZWERMAN LLP1+ years Filed as: WAGNER & ZWERMAN Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $15,300 |
BOYER ASSET MANAGEMENT, INC1+ years Service code 28 · EIN 13-3165239 6 EAST 32ND STREET · NEW YORK, NY 10016 | Investment Management | $14,202 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $10,527 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $206,458-100.0% | $19,623-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | - |
| Annual return | -4.28% | 4.11%-8.4pp | -0.97%-3.3pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $22,441-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $183-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $2,730-100.0% | - |