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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $35,860 |
SARFINO AND RHOADES, LLP8 years Service code 10 · EIN 52-0961657 | Accounting | $16,500 |
LARRY MAGARIK, ESQ5 years Service code 25 · EIN 46-4963823 | Directed Trustee | $12,910 |
NOVAK FRANCELLA LLC1 year 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,887-100.0% | $179,823-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 42.1%-42.1pp | 43.9%-43.9pp |
| Annual return | 567.28% | 173.87%+393.4pp | 148.54%+418.7pp | 13.05%+554.2pp |
| Employer contribution / active EE | $0 | $30,823-100.0% | $26,844-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,074-100.0% |