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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.4+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $60,000 |
LARRY MAGARIK, ESQ4+ years Service code 20 · EIN 46-4963823 | Direct payment from the plan; Trustee... | $12,074 |
Filed as: RICHARD GABRIEL & ASSOCIATES, PA Service code 11 · EIN 23-2817579 | Actuarial | $8,900 |
BARATZ & ASSOCIATES, P.A.4+ 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 | $233,278-100.0% | $379,314-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.6%-37.6pp | 17.4%-17.4pp | 46.4%-46.4pp |
| Annual return | 270.77% | -2.89%+273.7pp | -2.18%+273.0pp | -82.67%+353.4pp |
| Employer contribution / active EE | $0 | $50,326-100.0% | $38,751-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |