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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3 years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $48,000 |
LARRY MAGARIK, ESQ2 years Filed as: LARRY MAGARIK, ESQ. Service code 20 · EIN 46-4963823 | Trustee (individual); Direct payment ... | $32,440 |
COHEN & STEERS5 years Filed as: COHEN, WEISS, & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $23,042 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $15,144 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $8,900 |
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 | $1,185,213-100.0% | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | - |
| Annual return | 324.47% | 42.38%+282.1pp | 9.65%+314.8pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $27,458-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $33-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $23,561-100.0% | - |