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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2 years Filed as: IE SHAFFER & CO. Service code 50 · EIN 22-1750854 | Direct Payment | $42,000 |
SLEVIN & HART, P.C.3+ years Service code 29 · EIN 52-1708613 | Legal | $35,131 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | 166.83% | -0.75%+167.6pp | 4.36%+162.5pp | -82.67%+249.5pp |
| Employer contribution / active EE | $745 | $45,586-98.4% | $27,383-97.3% | $43,771-98.3% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |