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| Provider | Service type | Compensation |
|---|---|---|
COHEN & STEERS1 year Filed as: COHEN, WEISS, AND SIMON LLP Service code 29 900 THIRD AVE STE 2100 · NEW YORK, NY 10022 | Legal | $71,002 |
LARRY MAGARIK, ESQ2 years Filed as: LARRY MAGARIK Service code 25 80 EIGHTH AVE STE 901 · NEW YORK, NY 100117175 | Directed Trustee | $55,569 |
CHEIRON1 year Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 200 W MONROE ST STE 1800 · CHICAGO, IL 60606 | Actuarial | $39,765 |
Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 12 20000 HORIZON WAY STE 600 · MT LAUREL, NJ 08054 | Contract Administrator; Claims proces... | $28,180 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 301 SW ADAMS ST STE 1000 · PEORIA, IL 61602 | Accounting | $20,323 |
Filed as: UNITED BANK Service code 27 514 MARKET ST · PARKERSBURG, WV 26101 | Advisory (Plan) | $5,611 |
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 | $779,308-100.0% | $748,470-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 21.7%-21.7pp | 44.5%-44.5pp |
| Annual return | -0.22% | -0.99%+0.8pp | 0.46%-0.7pp | -14.65%+14.4pp |
| Employer contribution / active EE | $0 | $40,624-100.0% | $35,480-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $32,803-100.0% | $29,938-100.0% | $14,582-100.0% |