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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Filed as: I.E. SHAFFER Service code 13 · EIN 22-1750854 | Contract Administrator | $18,000 |
DERYDER PLANS1+ years Filed as: DERYDER PLANS INC Service code 11 · EIN 22-3082451 | Actuarial | $9,550 |
ORANSKY SCARAGGI & BORG P.C.1+ years Service code 29 · EIN 22-3522685 | Legal | $5,306 |
WASILEWSKI & KEATING PC1+ years Service code 10 · EIN 22-2676761 | Accounting | $5,200 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $226,345-100.0% | $192,069-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 20.4%-20.4pp | 13.2%-13.2pp | 48.7%-48.7pp |
| Annual return | 232.04% | -1.22%+233.3pp | -0.79%+232.8pp | -2.16%+234.2pp |
| Employer contribution / active EE | $0 | $33,950-100.0% | $28,419-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $37-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,324-100.0% | $12,572-100.0% |