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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Filed as: BENESYS INC. Service code 12 · EIN 38-2383171 | Other services; Recordkeeping and inf... | $46,592 |
LARRY MAGARIK, ESQ3 years Filed as: LARRY MAGARIK ESQ. Service code 20 113 UNIVERSITY PLACE 7TH FLOOR · NEW YORK, NY 100034527 | Trustee (individual); Direct payment ... | $13,500 |
Service code 10 · EIN 38-2574238 | Accounting | $6,650 |
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 463.20% | 4.63%+458.6pp | 29.77%+433.4pp | 12.16%+451.0pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |