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| Provider | Service type | Compensation |
|---|---|---|
LARRY MAGARIK, ESQ1 year Filed as: LARRY MAGARIK Service code 20 113 UNIVERSITY PLACE 7TH FLOOR · NEW YORK, NY 100034527 | Trustee (individual) | $84,840 |
HARBRIDGE CONSULTING GROUP, LLC3+ years Service code 11 · EIN 30-0192194 3501 MASONS MILL RD · HUNTINGDON VALLEY, PA 19006 | Actuarial | $43,547 |
COLLERAN, O'HARA & MILLS LLP3+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH ST · NEW YORK, NY 10001 | Legal | $31,419 |
Filed as: PATTISON, KOSKEY, HOWE, & BUCCI Service code 14 · EIN 14-1746505 2880 US ROUTE 9 · VALATIE, NY 12184 | Plan Administrator | $24,000 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,314 |
GOULD, KOBRICK & SCHLAPP, P.C.3+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 3 PARK AVE · NEW YORK, NY 10016 | Accounting | $12,500 |
KOGBO ASSOCIATES3+ years Service code 10 3 PARK AVE · NEW YORK, NY 10016 | Accounting | $6,428 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. 13-2638 Service code 99 | Other Fees | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 6.00% | 11.16%-5.2pp | 10.36%-4.4pp | 10.41%-4.4pp |
| Employer contribution / active EE | $3,446 | $16,610-79.3% | $37,738-90.9% | $14,691-76.5% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |