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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1 year Filed as: I.E.SHAFFER & CO Service code 14 · EIN 22-1750854 | Plan Administrator | $262,097 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $18,000 |
LARRY MAGARIK, ESQ2+ years Service code 25 · EIN 46-4963823 | Directed Trustee | $15,570 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Filed as: FIRST ACTUARIAL CONSULTING, INC Service code 11 · EIN 26-3842522 | Actuarial | $9,494 |
Filed as: CLEARY, JOSEM, & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $9,212 |
SCHULTE ROTH & ZABEL LLP1 year Service code 29 · EIN 13-2633996 | Legal | $6,898 |
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 | $385,501-100.0% | $350,496-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.6%-44.6pp | 31.4%-31.4pp | 45.9%-45.9pp |
| Annual return | 376.82% | 13.23%+363.6pp | 12.88%+363.9pp | 10.21%+366.6pp |
| Employer contribution / active EE | $0 | $45,589-100.0% | $40,010-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |