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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $44,704 |
LARRY MAGARIK, ESQ1 year Filed as: LARRY MAGARIK ESQ. Service code 25 113 UNIVERSITY PLACE 7TH FLOOR · NEW YORK, NY 100034527 | Directed Trustee | $16,845 |
Service code 10 · EIN 38-2574238 | Accounting | $6,500 |
LAWRENCE BRESKIN2+ years Service code 29 · EIN 37-8500578 | Legal | $6,053 |
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 514.28% | 5.28%+509.0pp | 16.78%+497.5pp | 10.21%+504.1pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |