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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $217,224 |
LARRY MAGARIK, ESQ1+ years Service code 24 · EIN 46-4963823 | Discretionary Trustee | $20,180 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 42-1565555 | Actuarial | $9,737 |
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 | $206,458-100.0% | $108,235-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | - |
| Annual return | 168.92% | 4.11%+164.8pp | -1.08%+170.0pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $35,779-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $238-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $13,449-100.0% | - |