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| Provider | Service type | Compensation |
|---|---|---|
THE SAVITZ ORGANIZATION2+ years Service code 11 · EIN 23-1700844 | Actuarial | $120,048 |
LARRY MAGARIK, ESQ1+ years Filed as: LARRY MAGARIK Service code 20 · EIN 13-6696824 | Trustee (individual); Direct payment ... | $54,380 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $44,294 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $24,073 |
Service code 15 · EIN 11-2547525 | Recordkeeping | $17,318 |
COHEN & STEERS1+ years Filed as: COHEN, WEISS, & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $15,585 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,953-100.0% | $139,743-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 35.1%-35.1pp | 22.6%-22.6pp | 45.6%-45.6pp |
| Annual return | 981.57% | 4.05%+977.5pp | 4.97%+976.6pp | 4.16%+977.4pp |
| Employer contribution / active EE | $0 | $35,401-100.0% | $29,721-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $26-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $3,369-100.0% | $21,465-100.0% |