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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES10+ years Service code 11 · EIN 31-1582098 | Actuarial | $125,874 |
NOVAK FRANCELLA LLC11+ years Service code 10 · EIN 61-1436946 | Accounting | $30,162 |
LARRY MAGARIK, ESQ1 year Filed as: LARRY MAGARIK Service code 20 · EIN 46-4963823 | Direct payment from the plan; Trustee... | $23,760 |
COHEN & STEERS3 years Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $11,535 |
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 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 | $181,263-100.0% | $181,263-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 66.1%-66.1pp | 52.9%-52.9pp | 39.2%-39.2pp |
| Annual return | 306.34% | 12.30%+294.0pp | 12.57%+293.8pp | 13.91%+292.4pp |
| Employer contribution / active EE | $0 | $26,565-100.0% | $23,666-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $13-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $187,584-100.0% | $187,584-100.0% | $41,846-100.0% |