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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.8 years Filed as: I.E. SHAFFER & COMPANY Service code 13 · EIN 22-1750854 | Contract Administrator | $62,600 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $14,300 |
LARRY MAGARIK, ESQ9 years Filed as: LARRY MAGARIK Service code 20 · EIN 46-4963823 | Trustee (individual); Direct payment ... | $12,465 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $232,077-100.0% | $232,077-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 57.1%-57.1pp | 40.0%-40.0pp | 34.7%-34.7pp |
| Annual return | 256.96% | 12.73%+244.2pp | 12.61%+244.4pp | 12.28%+244.7pp |
| Employer contribution / active EE | $0 | $28,282-100.0% | $25,149-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $22-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $271,923-100.0% | $271,923-100.0% | $47,656-100.0% |