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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3 years Filed as: IE SHAFFER & CO Service code 11 · EIN 22-1750854 PO BOX 1028 · WEST TRENTON, NJ 08625 | Actuarial | $23,973 |
Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $16,000 |
ORANSKY SCARAGGI & BORG P.C.3 years Filed as: ORANSKY, SCARAGGI, BORG ESQ Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CLADWELL, NJ 07007 | Legal | $3,298 |
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.
The 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 | $0 | $181,263-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | - |
| Annual return | 214.91% | 65.56%+149.4pp | 12.57%+202.3pp | - |
| Employer contribution / active EE | $0 | $14,759-100.0% | $23,666-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | - |
| Admin fee / account holder | $0 | $0 | $187,584-100.0% | - |