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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8 years Filed as: USI CONSULTING Service code 11 · EIN 06-1053228 | Actuarial | $35,527 |
LARRY MAGARIK, ESQ1 year Filed as: LARRY MAGARIK Service code 31 80 EIGHTH AVE., SUITE 901 · NEW YORK, NY 10011 | Direct payment from the plan; Named f... | $24,840 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $13,000 |
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 | $267,499-100.0% | $202,856-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 21.4%-21.4pp | 35.7%-35.7pp |
| Annual return | 268.41% | 10.44%+258.0pp | 10.21%+258.2pp | 15.19%+253.2pp |
| Employer contribution / active EE | $0 | $39,006-100.0% | $37,040-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $95-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $4,706-100.0% | $2,923-100.0% | $50,584-100.0% |