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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $61,770 |
LARRY MAGARIK, ESQ5+ years Service code 20 · EIN 46-4963823 | Trustee (individual); Direct payment ... | $11,402 |
BARATZ & ASSOCIATES, P.A.5+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $192,455-100.0% | $192,455-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 32.0%-32.0pp | 27.6%-27.6pp | 47.4%-47.4pp |
| Annual return | 239.19% | 9.96%+229.2pp | 50.81%+188.4pp | 12.16%+227.0pp |
| Employer contribution / active EE | $0 | $48,404-100.0% | $42,739-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $90-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,268-100.0% | $2,268-100.0% | $17,640-100.0% |