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| Provider | Service type | Compensation |
|---|---|---|
LARRY MAGARIK, ESQ7+ years Filed as: LARRY MAGARIK ESQ. Service code 20 · EIN 46-9653823 | Trustee (individual) | $30,960 |
Filed as: BEACON ADMIN AND CONSULTANTS, INC. Service code 14 · EIN 83-1544721 | Plan Administrator | $12,000 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $12,000 |
STEWART C. MILLER & CO., INC.7+ years Filed as: STEWART C. MILLER & CO. Service code 14 · EIN 35-1820020 | Plan Administrator | $11,500 |
CHEIRON7+ years Service code 11 · EIN 13-4215617 | Actuarial | $6,505 |
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 | $503,327-100.0% | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | - |
| Annual return | 55.67% | 55.68%0pp | 22.50%+33.2pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $33,849-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | - | - |