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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3+ years Service code 14 · EIN 22-1750854 | Plan Administrator | $39,151 |
Filed as: ADDEO, POLACCO & PENTA, LLC Service code 10 · EIN 22-3140708 | Accounting | $10,000 |
ORANSKY SCARAGGI & BORG P.C.3+ years Filed as: ORANSKY, SCARAGGI & BORG, P.C. Service code 22 · EIN 22-2221479 | Insurance Broker | $5,700 |
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 | $385,501-100.0% | $350,496-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.6%-44.6pp | 31.4%-31.4pp | 45.9%-45.9pp |
| Annual return | 318.31% | 13.23%+305.1pp | 12.88%+305.4pp | 10.21%+308.1pp |
| Employer contribution / active EE | $0 | $45,589-100.0% | $40,010-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |