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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $133,308-100.0% | $133,308-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 11.8%-11.8pp | 27.7%-27.7pp |
| Annual return | 3.70% | 7.20%-3.5pp | 7.44%-3.7pp | 15.59%-11.9pp |
| Employer contribution / active EE | $0 | $33,615-100.0% | $30,790-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $189-100.0% | $640-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $16,084-100.0% | $16,084-100.0% | $21,009-100.0% |