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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.7 years Service code 13 · EIN 22-1750854 | Contract Administrator | $41,350 |
Service code 11 · EIN 26-3842522 | Actuarial | $29,160 |
LARRY MAGARIK, ESQ8+ years Filed as: LARRY MAGARIK, ESQ. Service code 20 · EIN 46-4963823 | Trustee (individual); Direct payment ... | $25,695 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $20,000 |
SEGALL BRYANT & HAMILL3 years Service code 28 · EIN 41-1788385 | Investment Management | $18,990 |
COHEN & STEERS7 years Filed as: COHEN, WEISS AND SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $9,188 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $396,305-100.0% | $396,305-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 19.0%-19.0pp | 13.3%-13.3pp | 31.0%-31.0pp |
| Annual return | -0.92% | 96.71%-97.6pp | 78.99%-79.9pp | 14.18%-15.1pp |
| Employer contribution / active EE | $0 | $35,411-100.0% | $29,717-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $246-100.0% | $224-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $3,725-100.0% | $3,725-100.0% | $17,688-100.0% |