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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $123,114 |
LARRY MAGARIK, ESQ2 years Filed as: LARRY MAGARIK Service code 20 · EIN 13-6696824 | Trustee (individual); Direct payment ... | $48,430 |
COHEN & STEERS2 years Filed as: COHEN, WEISS, & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $26,494 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $13,000 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $12,178 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $6,830 |
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.
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 | $169,910-100.0% | $158,640-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.4%-35.4pp | 22.2%-22.2pp | 45.9%-45.9pp |
| Annual return | 832.44% | 9.33%+823.1pp | 10.66%+821.8pp | 10.21%+822.2pp |
| Employer contribution / active EE | $0 | $36,456-100.0% | $30,880-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $65-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,630-100.0% | $1,478-100.0% | $13,518-100.0% |