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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST ACTUARIAL Service code 11 1501 BROADWAY, STE 1728 · NEW YORK, NY 100365601 | Actuarial | $109,755 |
I.E. SHAFFER & CO.6 years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $49,000 |
SLEVIN & HART, P.C.7+ years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $18,108 |
L.M. HENDERSON & COMPANY, LLP7+ years Service code 10 · EIN 20-5520612 | Accounting | $14,197 |
COHEN & STEERS1 year Filed as: COHEN, WEISS AND SIMON LLP Service code 20 · EIN 13-1592323 900 3RD AVE STE 2100 · NEW YORK, NY 10022 | Direct payment from the plan; Trustee... | $5,859 |
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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 | $33,081-100.0% | $53,690-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.5%-44.5pp |
| Annual return | 382.07% | 0.10%+382.0pp | -4.80%+386.9pp | -14.65%+396.7pp |
| Employer contribution / active EE | $527 | $45,650-98.8% | $30,897-98.3% | $46,321-98.9% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |