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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2 years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $51,992 |
LARRY MAGARIK, ESQ1 year Filed as: LARRY MAGARIK, ESQ. Service code 20 · EIN 46-4963823 | Direct payment from the plan; Trustee... | $29,747 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $26,000 |
COHEN & STEERS4+ years Filed as: COHEN, WEISS, & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $17,927 |
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 | $289,682-100.0% | $177,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | - |
| Annual return | 441.14% | 43.80%+397.3pp | 11.67%+429.5pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $28,376-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $46-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $15,617-100.0% | - |