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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED3 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMI Service code 13 · EIN 13-3432221 | Contract Administrator | $63,567 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $15,000 |
COHEN & STEERS8 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $10,690 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL GROUP Service code 11 · EIN 06-0839113 | Actuarial | $7,000 |
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 | $226,918-100.0% | $226,918-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 19.4%-19.4pp | 17.5%-17.5pp | 39.2%-39.2pp |
| Annual return | 171.90% | 8.93%+163.0pp | 9.49%+162.4pp | 13.91%+158.0pp |
| Employer contribution / active EE | $0 | $31,546-100.0% | $29,215-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $359-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $41,846-100.0% |