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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.6+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $198,000 |
LARRY MAGARIK, ESQ6+ years Service code 24 · EIN 46-4963823 | Discretionary Trustee | $18,040 |
COHEN & STEERS4 years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $15,135 |
Service code 10 · EIN 11-3335534 | Accounting | $15,000 |
FIRST ACTUARIAL CONSULTING, INC.6+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 42-1565555 | Actuarial | $10,711 |
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 | $1,185,213-100.0% | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | - |
| Annual return | 187.75% | 42.38%+145.4pp | 7.87%+179.9pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $31,784-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $241-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $240,514-100.0% | - |