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| Provider | Service type | Compensation |
|---|---|---|
GITLIN & ASSOCIATES, LLP10 years Service code 13 · EIN 20-5251318 55 SOUTH MAIN STREET · LIBERTY, NY 12754 | Contract Administrator | $45,453 |
MILLIMAN, INC.10 years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 1 PENN PLAZA 38TH FLOOR · NEW YORK, NY 10119 | Actuarial | $13,605 |
SACCO CPA LLP8 years Service code 10 · EIN 46-2911697 200 BUSINESS PARK DRIVE · ARMONK, NY 10504 | Accounting | $7,500 |
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 | $362,190-100.0% | $362,190-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 24.6%-24.6pp | 16.7%-16.7pp | 34.7%-34.7pp |
| Annual return | 237.66% | 61.62%+176.0pp | 51.06%+186.6pp | 12.28%+225.4pp |
| Employer contribution / active EE | $0 | $38,616-100.0% | $33,707-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $203-100.0% | $191-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $354,836-100.0% | $354,836-100.0% | $47,656-100.0% |