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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC6 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 29 20000 HORIZON WAY, SUITE 600 · MOUNT LAUREL, NJ 08054 | Legal | $45,000 |
LARRY MAGARIK, ESQ5 years Service code 20 · EIN 46-4963823 | Direct payment from the plan; Trustee... | $21,870 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $14,623 |
RAE GROUP LLC2 years Filed as: RAE CONSULTING Service code 11 601 DRESHER RD. 201 · HORSHAM, PA 19044 | Actuarial | $9,159 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 23-6262789 | Recordkeeping | $6,298 |
COHEN & STEERS2 years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 909 THIRD AVENUE 12TH FLOOR · NEW YORK, NY 10022 | Legal | $6,013 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 159.81% | 7.69%+152.1pp | 8.92%+150.9pp | 13.05%+146.8pp |
| Employer contribution / active EE | $0 | $38,144-100.0% | $24,457-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |