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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED2 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMI Service code 13 · EIN 13-3432221 | Contract Administrator | $64,984 |
COHEN & STEERS7 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $39,550 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $15,000 |
MILLIMAN, INC.1 year Service code 13 · EIN 91-0675641 | Contract Administrator | $12,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $342,274-100.0% | $342,274-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 44.0%-44.0pp |
| Annual return | 274.99% | 7.83%+267.2pp | 8.34%+266.7pp | 13.05%+261.9pp |
| Employer contribution / active EE | $0 | $35,005-100.0% | $30,799-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $30,864-100.0% |