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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.8+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $65,000 |
LARRY MAGARIK, ESQ8+ years Service code 20 · EIN 46-4963823 | Trustee (individual); Direct payment ... | $12,560 |
BARATZ & ASSOCIATES, P.A.8+ 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 | $113,800-100.0% | $104,068-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 52.6%-52.6pp | 44.4%-44.4pp |
| Annual return | 297.61% | -9.74%+307.3pp | -10.12%+307.7pp | -14.65%+312.3pp |
| Employer contribution / active EE | $0 | $52,677-100.0% | $47,166-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $516-100.0% | $492-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,025-100.0% | $4,025-100.0% | $14,631-100.0% |