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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1 year Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $57,340 |
COHEN & STEERS3 years Filed as: COHEN, WEISS, & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $49,208 |
LARRY MAGARIK, ESQ3 years Filed as: LARRY MAGARIK Service code 20 · EIN 13-6696824 | Trustee (individual); Direct payment ... | $44,802 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $11,345 |
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 | $192,869-100.0% | $192,869-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 59.0%-59.0pp | 36.2%-36.2pp | 46.4%-46.4pp |
| Annual return | 482.12% | -0.47%+482.6pp | -0.77%+482.9pp | -82.66%+564.8pp |
| Employer contribution / active EE | $0 | $34,803-100.0% | $29,514-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $36-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $42,257-100.0% | $42,257-100.0% | $11,204-100.0% |