Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED3+ years Filed as: ALICARE Service code 13 · EIN 13-3432221 333 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Contract Administrator | $65,020 |
GITOMER & BERENHOLZ, PC3+ years Service code 10 · EIN 23-2749598 445 SHADY LANE · HUNTINGDON VALLEY, PA 19006 | Accounting | $15,000 |
COHEN & STEERS1 year Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 900 THIRD AVENUE · NEW YORK, NY 100224869 | Legal | $2,541 |
KENNEDY CAPITAL MANAGEMENT3+ years Filed as: KENNEDY, JENNIK & MURRAY, P.C. Service code 29 · EIN 13-2956839 113 UNIVERSITY PLACE · NEW YORK, NY 100034578 | Legal | $910 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Actuarial | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $360,335-100.0% | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | - |
| Annual return | 309.14% | 25.06%+284.1pp | -2.18%+311.3pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $38,751-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $151-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $4,180-100.0% | - |