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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.10+ years Service code 11 · EIN 13-3879959 | Actuarial | $20,000 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLC Service code 10 · EIN 75-0786316 | Accounting | $19,550 |
ROBERT H. BOGUCKI, P.C.10+ years Service code 29 · EIN 13-3397205 | Legal | $12,000 |
Service code 28 · EIN 26-1889409 | Investment Management | $10,612 |
ILA LOCAL UNION 18141 year Service code 49 · EIN 11-1738438 201 EDWARD CURRY AVENUE · STATEN ISLAND, NY 10314 | Other Services | $10,479 |
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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 | 2.50% | 8.40%-5.9pp | 10.53%-8.0pp | 13.05%-10.5pp |
| 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% |