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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED1+ years Filed as: ALICARE Service code 14 · EIN 13-3432221 | Plan Administrator | $16,800 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 04-2489114 | Legal | $7,552 |
MICHAEL J SMITH CPA1+ years Service code 10 · EIN 81-1266091 | Accounting | $3,250 |
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 | $118,150-100.0% | $111,575-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.1%-28.1pp | 8.4%-8.4pp | 45.6%-45.6pp |
| Annual return | 21.41% | 34.58%-13.2pp | 18.87%+2.5pp | 4.16%+17.3pp |
| Employer contribution / active EE | $0 | $32,305-100.0% | $19,828-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $68-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $350-100.0% | $262-100.0% | $21,465-100.0% |