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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.8 years Filed as: I. E. SHAFFER & COMPANY Service code 13 · EIN 22-1750854 | Contract Administrator | $205,000 |
COHEN & STEERS9 years Filed as: COHEN, WEISS, & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $81,506 |
LARRY MAGARIK, ESQ9 years Filed as: LARRY MAGARIK Service code 20 · EIN 46-4963823 | Trustee (individual); Direct payment ... | $19,980 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $17,050 |
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.
The 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 | $803,298-100.0% | $803,298-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 56.4%-56.4pp | 56.4%-56.4pp | 39.2%-39.2pp |
| Annual return | 476.67% | 10.27%+466.4pp | 10.48%+466.2pp | 13.91%+462.8pp |
| Employer contribution / active EE | $0 | $38,044-100.0% | $34,979-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $3,829-100.0% | $3,829-100.0% | $41,846-100.0% |