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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON8+ years Service code 11 · EIN 13-4215617 | Actuarial | $30,869 |
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON ADMIN AND CONSULTANTS, INC. Service code 13 · EIN 83-1544721 | Contract Administrator | $24,420 |
LARRY MAGARIK, ESQ8+ years Filed as: LARRY MAGARIK ESQ. Service code 20 · EIN 46-9653823 | Trustee (individual) | $18,480 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $12,000 |
Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $5,020 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $151,373-100.0% | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | - |
| Annual return | 348.75% | 94.64%+254.1pp | 78.53%+270.2pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $31,628-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $75,389-100.0% | - |