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| Provider | Service type | Compensation |
|---|---|---|
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER, P.L.L.C. Service code 29 · EIN 52-0969534 | Legal | $61,543 |
LARRY MAGARIK, ESQ4 years Filed as: LARRY MAGARIK Service code 20 · EIN 46-4963823 113 UNIVERSITY PLACE 7TH FLOOR · NEW YORK, NY 100034527 | Trustee (individual) | $55,720 |
COLLERAN, O'HARA & MILLS LLP6+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH ST · NEW YORK, NY 10001 | Legal | $52,977 |
UHY LLP1 year Filed as: UHY ADVISORS INC Service code 14 · EIN 14-1555429 2880 US ROUTE 9 · VALATIE, NY 12184 | Plan Administrator | $25,320 |
BPAS2 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 706 N CLINTON ST · SYRACUSE, NY 13204 | Actuarial | $24,565 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,527 |
GOULD, KOBRICK & SCHLAPP, P.C.6+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 192 LEXINGTON AVE · NEW YORK, NY 10016 | Accounting | $12,500 |
KOBGO ASSOCIATES1 year Filed as: KOBGO Service code 10 · EIN 13-2751089 192 LEXINGTON AVE · NEW YORK, NY 10016 | Accounting | $5,920 |
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Employer contribution per participant 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 | $293,167-100.0% | $373,805-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 39.4%-39.4pp | 18.9%-18.9pp | 43.0%-43.0pp |
| Annual return | 6.03% | 8.90%-2.9pp | 9.52%-3.5pp | 259.14%-253.1pp |
| Employer contribution / active EE | $5,670 | $50,076-88.7% | $41,951-86.5% | $41,471-86.3% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,317-100.0% | $1,512-100.0% | $21,546-100.0% |