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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $48,000 |
LARRY MAGARIK, ESQ6 years Service code 25 · EIN 46-4963823 | Directed Trustee | $25,515 |
BOLTON PARTNERS, INC.6 years Service code 11 · EIN 52-1231144 | Actuarial | $17,870 |
Service code 50 · EIN 52-1958229 | Direct Payment | $17,680 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $10,000 |
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 | $181,263-100.0% | $181,263-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 66.1%-66.1pp | 52.9%-52.9pp | 39.2%-39.2pp |
| Annual return | 763.70% | 12.30%+751.4pp | 12.57%+751.1pp | 13.91%+749.8pp |
| Employer contribution / active EE | $0 | $26,565-100.0% | $23,666-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $13-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $187,584-100.0% | $187,584-100.0% | $41,846-100.0% |