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| Provider | Service type | Compensation |
|---|---|---|
LARRY MAGARIK, ESQ6+ years Filed as: LARRY MAGARIK ESQ. Service code 20 · EIN 46-4963823 | Trustee (individual) | $33,870 |
STEWART C. MILLER & CO., INC.6+ years Filed as: STEWART C. MILLER & CO. Service code 14 · EIN 35-1820020 | Plan Administrator | $23,000 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $22,790 |
Filed as: ASHER, GITTLER & D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $13,192 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $12,000 |
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 | $514,344-100.0% | $490,804-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 7.1%-7.1pp | - |
| Annual return | -11.48% | 59.12%-70.6pp | 14.84%-26.3pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $37,950-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $127-100.0% | - |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |