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| Provider | Service type | Compensation |
|---|---|---|
LARRY MAGARIK, ESQ5+ years Filed as: LARRY MAGARIK ESQ. Service code 20 · EIN 46-4963823 | Trustee (individual) | $31,237 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $26,503 |
STEWART C. MILLER & CO., INC.5+ years Filed as: STEWART C. MILLER & CO. Service code 14 · EIN 35-1820020 | Plan Administrator | $23,000 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $12,000 |
1ST SOURCE BANK5+ years Filed as: FIRST SOURCE BANK Service code 19 · EIN 35-0309575 | Securities Custodian | $8,566 |
Annual investment return 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.
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 | $1,185,213-100.0% | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | - |
| Annual return | -3.45% | 42.38%-45.8pp | 10.57%-14.0pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $29,483-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $150-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $2,009-100.0% | - |