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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Service code 14 · EIN 22-1750854 | Plan Administrator | $53,826 |
ADDEO POLACCO & ASSOCIATES, LLC1+ years Filed as: ADDEO, POLACCO & ASSOCIATES, LLC Service code 10 · EIN 22-3140708 | Accounting | $10,000 |
ORANSKY SCARAGGI & BORG P.C.1+ years Filed as: ORANSKY, SCARAGGI & BORG, P.C. Service code 22 · EIN 22-2221479 | Insurance Broker | $8,392 |
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 | $337,218-100.0% | $313,292-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 48.5%-48.5pp | 35.7%-35.7pp | 48.7%-48.7pp |
| Annual return | 386.27% | -2.99%+389.3pp | -2.79%+389.1pp | -2.16%+388.4pp |
| Employer contribution / active EE | $0 | $44,634-100.0% | $39,327-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $351-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,423-100.0% | $15,115-100.0% | $12,572-100.0% |