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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.7 years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $58,240 |
LARRY MAGARIK, ESQ6 years Filed as: LARRY MAGARIK, ESQ. Service code 20 · EIN 46-4963823 | Direct payment from the plan; Trustee... | $18,140 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $14,300 |
COHEN & STEERS9 years Filed as: COHEN, WEISS, & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $9,141 |
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 | $185,887-100.0% | $179,823-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 42.1%-42.1pp | 43.7%-43.7pp |
| Annual return | 322.58% | 174.02%+148.6pp | 148.65%+173.9pp | 13.05%+309.5pp |
| Employer contribution / active EE | $0 | $30,823-100.0% | $26,844-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,365-100.0% |