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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5 years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $56,000 |
LARRY MAGARIK, ESQ4 years Filed as: LARRY MAGARIK, ESQ. Service code 20 · EIN 46-4963823 | Trustee (individual); Direct payment ... | $14,920 |
COHEN & STEERS7+ years Filed as: COHEN, WEISS, & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $13,633 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $13,000 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $8,400 |
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 | $69,807-100.0% | $65,170-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 45.8%-45.8pp | 29.3%-29.3pp | 44.5%-44.5pp |
| Annual return | 373.93% | 10.17%+363.8pp | 7.07%+366.9pp | -14.65%+388.6pp |
| Employer contribution / active EE | $0 | $38,496-100.0% | $34,847-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51-100.0% | $51-100.0% | $14,582-100.0% |