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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 | Named fiduciary; Direct payment from ... | $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 | $422,293-100.0% | - | $422,293-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.7%-34.7pp |
| Annual return | 268.41% | 10.19%+258.2pp | 9.96%+258.5pp | 12.28%+256.1pp |
| Employer contribution / active EE | $0 | $37,927-100.0% | $35,635-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $0 | $20-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $47,656-100.0% | - | $47,656-100.0% |