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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 | Direct payment from the plan; Trustee... | $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 | $284,260-100.0% | $284,260-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 25.8%-25.8pp | 17.2%-17.2pp | 35.7%-35.7pp |
| Annual return | -0.92% | 53.10%-54.0pp | 44.37%-45.3pp | 15.19%-16.1pp |
| Employer contribution / active EE | $0 | $40,936-100.0% | $36,004-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $166-100.0% | $159-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $266,169-100.0% | $266,169-100.0% | $50,584-100.0% |