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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $195,750 |
FIRST ACTUARIAL CONSULTING, INC.3+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 42-1565555 | Actuarial | $27,125 |
LARRY MAGARIK, ESQ3+ years Service code 24 · EIN 46-4963823 | Discretionary Trustee | $16,080 |
COHEN & STEERS1 year Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $6,069 |
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 | $233,564-100.0% | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | - |
| Annual return | 161.34% | 28.83%+132.5pp | 9.39%+151.9pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $33,466-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $657-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $2,132-100.0% | - |