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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2 years Filed as: IE SHAFFER Service code 13 · EIN 22-1750854 830 WEST BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $209,825 |
LARRY MAGARIK, ESQ10+ years Service code 24 · EIN 46-4963823 | Discretionary Trustee | $26,370 |
Service code 11 · EIN 42-1565555 | Actuarial | $15,008 |
BARATZ & ASSOCIATES, P.A.2 years Service code 10 · EIN 22-2212404 | Accounting | $10,000 |
COHEN & STEERS8 years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $5,178 |
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 | $468,422-100.0% | $468,422-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 44.0%-44.0pp |
| Annual return | 208.30% | 6.30%+202.0pp | 6.74%+201.6pp | 13.05%+195.3pp |
| Employer contribution / active EE | $0 | $48,167-100.0% | $43,780-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $30,864-100.0% |