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| Provider | Service type | Compensation |
|---|---|---|
HARBRIDGE CONSULTING GROUP, LLC4+ years Service code 11 · EIN 30-0192194 3501 MASONS MILL RD · HUNTINGDON VALLEY, PA 19006 | Actuarial | $29,409 |
LARRY MAGARIK, ESQ2 years Filed as: LARRY MAGARIK Service code 20 113 UNIVERSITY PLACE 7TH FLOOR · NEW YORK, NY 100034527 | Trustee (individual) | $29,198 |
Filed as: PATTISON, KOSKEY, HOWE, & BUCCI Service code 14 · EIN 14-1746505 2880 US ROUTE 9 · VALATIE, NY 12184 | Plan Administrator | $24,000 |
COLLERAN, O'HARA & MILLS LLP4+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH ST · NEW YORK, NY 10001 | Legal | $19,480 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,062 |
GOULD, KOBRICK & SCHLAPP, P.C.4+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 3 PARK AVE · NEW YORK, NY 10016 | Accounting | $12,500 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. 13-2638 Service code 99 | Other Fees | $0 |
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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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -5.27% | -1.56%-3.7pp | -2.18%-3.1pp | 10.56%-15.8pp |
| Employer contribution / active EE | $4,121 | $15,244-73.0% | $38,751-89.4% | $13,643-69.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |