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| Provider | Service type | Compensation |
|---|---|---|
MARCUM LLP3 years Filed as: MARCUM Service code 10 · EIN 11-1986323 730 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $34,118 |
INTAC ACTUARIAL SERVICES7 years Filed as: INTAC ACTUARIAL SERVICE, INC. Service code 11 300 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Actuarial | $28,000 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS Service code 21 | Bank Trustee | $25,208 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,814-100.0% | $124,814-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.7%-43.7pp |
| Annual return | 0.72% | 8.40%-7.7pp | 10.53%-9.8pp | 13.05%-12.3pp |
| Employer contribution / active EE | $0 | $31,408-100.0% | $26,797-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,365-100.0% |