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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Filed as: BENESYS INC. Service code 12 · EIN 38-2383171 | Copying and duplicating; Participant ... | $41,734 |
LARRY MAGARIK, ESQ4 years Filed as: LARRY MAGARIK ESQ. Service code 20 113 UNIVERSITY PLACE 7TH FLOOR · NEW YORK, NY 100034527 | Trustee (individual); Direct payment ... | $10,360 |
Service code 10 · EIN 38-2574238 | Accounting | $6,800 |
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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 467.67% | -14.68%+482.3pp | -2.84%+470.5pp | 259.17%+208.5pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |