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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Filed as: I.E.SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $255,547 |
LARRY MAGARIK, ESQ1+ years Service code 25 · EIN 46-4963823 | Directed Trustee | $20,355 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $18,000 |
COHEN & STEERS1+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 330 W 42ND STREET · NEW YORK, NY 10036 | Legal | $14,645 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING, INC Service code 11 · EIN 26-3842522 | Actuarial | $8,738 |
CLEARY, JOSEM & TRIGIANI LLP1+ years Service code 29 · EIN 23-2657967 | Legal | $6,533 |
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 | $380,050-100.0% | $322,681-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.9%-34.9pp | 27.6%-27.6pp | 45.6%-45.6pp |
| Annual return | 763.60% | 3.71%+759.9pp | 4.07%+759.5pp | 4.16%+759.4pp |
| Employer contribution / active EE | $0 | $41,545-100.0% | $36,235-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $215-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,300-100.0% | $7,128-100.0% | $21,465-100.0% |