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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5 years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $44,333 |
Filed as: FIRST ACTUARIAL Service code 11 1501 BROADWAY, STE 1728 · NEW YORK, NY 100365601 | Actuarial | $18,800 |
L.M. HENDERSON & COMPANY, LLP6+ years Service code 10 · EIN 20-5520612 | Accounting | $12,679 |
Filed as: BANK OF AMERICA Service code 18 100 N. TRYON STREET · CHARLOTTE, NC 28202 | Direct payment from the plan; Custodi... | $5,130 |
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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 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 172.39% | 7.73%+164.7pp | 36.37%+136.0pp | 9.30%+163.1pp |
| Employer contribution / active EE | $535 | $59,889-99.1% | $37,223-98.6% | $43,746-98.8% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |