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| Provider | Service type | Compensation |
|---|---|---|
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $186,455 |
LARRY MAGARIK, ESQ3+ years Filed as: LARRY MAGARIK, ESQ. Service code 20 · EIN 46-4963823 | Direct payment from the plan; Trustee... | $115,050 |
COHEN & STEERS3+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $81,482 |
I.E. SHAFFER & CO.2 years Service code 13 · EIN 22-1750854 | Contract Administrator | $36,000 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $23,948 |
FIRST ACTUARIAL CONSULTING, INC.3+ years Filed as: FIRST ACTUARIAL CONSULTING Service code 11 · EIN 26-3842522 | Actuarial | $15,285 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $120,737-100.0% | $91,826-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | 101.90% | 4.61%+97.3pp | 793.01%-691.1pp | 259.14%-157.2pp |
| Employer contribution / active EE | $612 | $40,806-98.5% | $27,004-97.7% | $41,471-98.5% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,546-100.0% |