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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1 year Filed as: IE SHAFFER Service code 13 · EIN 22-1750854 830 WEST BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $220,300 |
Service code 11 · EIN 42-1565555 | Actuarial | $19,980 |
LARRY MAGARIK, ESQ9+ years Service code 24 · EIN 46-4963823 | Discretionary Trustee | $16,250 |
Service code 10 · EIN 22-2212404 | Accounting | $10,000 |
COHEN & STEERS7 years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $5,355 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $331,632-100.0% | $331,632-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 70.0%-70.0pp | 48.3%-48.3pp | 55.8%-55.8pp |
| Annual return | 253.78% | 10.22%+243.6pp | 10.59%+243.2pp | 24.42%+229.4pp |
| Employer contribution / active EE | $0 | $49,235-100.0% | $43,976-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,079-100.0% |