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| Provider | Service type | Compensation |
|---|---|---|
COHEN & STEERS4 years Filed as: COHEN, WEISS, AND SIMON LLP Service code 29 · EIN 13-1592323 900 THIRD AVE 12TH FLOOR · NEW YORK, NY 10022 | Legal | $114,810 |
LARRY MAGARIK, ESQ5 years Filed as: LARRY MAGARIK Service code 25 · EIN 46-4963823 512 RUGBY RD · BROOKLYN, NY 11226 | Directed Trustee | $29,398 |
BEACON POINTE ADVISORS LLC4 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 20000 HORIZON WAY STE 600 · MT LAUREL, NJ 08054 | Contract Administrator | $26,759 |
CHEIRON4 years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 200 W MONROE ST STE 1800 · CHICAGO, IL 60606 | Actuarial | $14,393 |
BARATZ & ASSOCIATES, P.A.3 years Service code 10 · EIN 22-2212404 | Accounting | $12,000 |
Filed as: UNITED BANK Service code 27 · EIN 54-1071198 2071 CHAIN BRIDGE RD · VIENNA, VA 22182 | Advisory (Plan) | $10,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $226,918-100.0% | $226,918-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 19.4%-19.4pp | 17.5%-17.5pp | 39.2%-39.2pp |
| Annual return | 3.70% | 8.93%-5.2pp | 9.49%-5.8pp | 13.91%-10.2pp |
| Employer contribution / active EE | $0 | $31,546-100.0% | $29,215-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $359-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $41,846-100.0% |