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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 52-1139156 | Plan Administrator | $26,064 |
LARRY MAGARIK, ESQ2 years Service code 25 · EIN 46-4963823 | Directed Trustee | $13,720 |
Service code 14 302 KNIGHTS RUN AVE., STE 1100 · TAMPA, FL 33602 | Plan Administrator | $13,032 |
SARFINO AND RHOADES, LLP5 years Service code 10 · EIN 52-0961657 | Accounting | $9,500 |
Service code 29 · EIN 52-1958229 | Legal | $2,560 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $156,023-100.0% | $161,924-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 34.6%-34.6pp | 37.6%-37.6pp |
| Annual return | 756.04% | 9.86%+746.2pp | 10.41%+745.6pp | 9.30%+746.7pp |
| Employer contribution / active EE | $0 | $35,661-100.0% | $31,248-100.0% | $43,746-100.0% |
| Participant deferral / active EE | $0 | $3-100.0% | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,130-100.0% | $1,130-100.0% | $12,596-100.0% |