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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 31-1582098 | Actuarial | $158,414 |
LARRY MAGARIK, ESQ1 year Filed as: LARRY MAGARIK, ESQ. Service code 20 · EIN 46-4963823 | Trustee (individual); Direct payment ... | $42,740 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436946 | Accounting | $30,215 |
COHEN & STEERS1 year Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $24,067 |
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 | $224,669-100.0% | $202,297-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 52.5%-52.5pp | 55.9%-55.9pp |
| Annual return | 305.75% | 14.33%+291.4pp | 14.21%+291.5pp | 24.44%+281.3pp |
| Employer contribution / active EE | $0 | $33,894-100.0% | $29,473-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $9,002-100.0% | $7,524-100.0% | $22,013-100.0% |