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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $59,988 |
LARRY MAGARIK, ESQ3+ years Service code 20 · EIN 46-4963823 | Trustee (individual) | $9,918 |
BARATZ & ASSOCIATES, P.A.3+ years Service code 10 · EIN 22-2212404 | Accounting | $6,000 |
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 | $425,338-100.0% | $411,917-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.6%-35.6pp | 16.2%-16.2pp | 45.9%-45.9pp |
| Annual return | 299.70% | 9.03%+290.7pp | 10.36%+289.3pp | 10.21%+289.5pp |
| Employer contribution / active EE | $0 | $48,592-100.0% | $37,738-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |