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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.7+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $64,583 |
LARRY MAGARIK, ESQ7+ years Service code 20 · EIN 46-4963823 | Trustee (individual); Direct payment ... | $8,120 |
BARATZ & ASSOCIATES, P.A.7+ 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 | $240,976-100.0% | $202,277-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 30.0%-30.0pp | 37.6%-37.6pp |
| Annual return | 261.49% | 8.32%+253.2pp | 8.88%+252.6pp | 9.30%+252.2pp |
| Employer contribution / active EE | $0 | $47,428-100.0% | $42,607-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $46-100.0% | $94-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $2,086-100.0% | $2,086-100.0% | $12,596-100.0% |