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| Provider | Service type | Compensation |
|---|---|---|
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $153,925 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $84,958 |
Service code 15 · EIN 11-2547525 | Recordkeeping | $49,317 |
Filed as: AMCU & RFSEU LOCAL 342 WELFARE Service code 15 · EIN 11-1896894 | Recordkeeping | $43,500 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $27,779 |
UFCW LOCAL 11+ years Filed as: UFCW LOCAL ONE Service code 15 · EIN 15-0559586 | Recordkeeping | $5,896 |
UFCW LOCAL 342 UNION1+ years Filed as: UFCW UNION LOCAL 342 Service code 15 · EIN 11-1890603 | Recordkeeping | $5,500 |
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 | $226,345-100.0% | $192,069-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 20.4%-20.4pp | 13.2%-13.2pp | 48.7%-48.7pp |
| Annual return | 33.68% | -1.22%+34.9pp | -0.79%+34.5pp | -2.16%+35.8pp |
| Employer contribution / active EE | $0 | $33,950-100.0% | $28,419-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $37-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,324-100.0% | $12,572-100.0% |