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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.8 years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $57,795 |
LARRY MAGARIK, ESQ10+ years Filed as: LARRY MAGARIK Service code 20 · EIN 46-4963823 | Trustee (individual); Direct payment ... | $25,040 |
COHEN & STEERS10+ years Filed as: COHEN, WEISS, & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $21,267 |
NOVAK FRANCELLA LLC11+ years Service code 10 · EIN 61-1436956 | Accounting | $15,600 |
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.
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 | $231,535-100.0% | $231,535-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 45.5%-45.5pp | 35.7%-35.7pp |
| Annual return | 282.83% | 12.59%+270.2pp | 12.92%+269.9pp | 15.19%+267.6pp |
| Employer contribution / active EE | $0 | $27,595-100.0% | $24,425-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $18-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $262,349-100.0% | $262,349-100.0% | $50,584-100.0% |