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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.10+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $68,900 |
LARRY MAGARIK, ESQ10+ years Service code 20 · EIN 46-4963823 | Direct payment from the plan; Trustee... | $15,875 |
BARATZ & ASSOCIATES, P.A.10+ years Service code 10 · EIN 22-2212404 | Accounting | $8,812 |
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 | $290,873-100.0% | $290,873-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 31.3%-31.3pp | 27.8%-27.8pp | 43.7%-43.7pp |
| Annual return | 258.34% | 6.79%+251.6pp | 7.19%+251.2pp | 13.05%+245.3pp |
| Employer contribution / active EE | $0 | $39,571-100.0% | $35,860-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $155-100.0% | $162-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $31,365-100.0% |