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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.6+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $60,000 |
LARRY MAGARIK, ESQ6+ years Service code 20 · EIN 46-4963823 | Direct payment from the plan; Trustee... | $10,131 |
BARATZ & ASSOCIATES, P.A.6+ 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 | $229,060-100.0% | $229,060-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 27.3%-27.3pp | 43.0%-43.0pp |
| Annual return | 246.73% | 7.44%+239.3pp | 7.48%+239.2pp | 259.13%-12.4pp |
| Employer contribution / active EE | $0 | $44,612-100.0% | $39,603-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $172-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,197-100.0% | $1,197-100.0% | $21,546-100.0% |