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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAW OFFICES OF WILLIAM ROTHBERG Service code 14 · EIN 11-2621686 16 COURT STREET · BROOKLYN, NY 11241 | Plan Administrator | $100,000 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $35,000 |
WAGNER & ZWERMAN LLP1 year Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $15,300 |
BOYER ASSET MANAGEMENT, INC2+ years Service code 28 · EIN 13-3165239 6 EAST 32ND STREET · NEW YORK, NY 10016 | Investment Management | $7,829 |
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 | $415,031-100.0% | $111,575-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | - |
| Annual return | -10.19% | 15.23%-25.4pp | 18.87%-29.1pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $19,828-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $262-100.0% | - |