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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6+ years Filed as: BENESYS INC. Service code 12 · EIN 38-2383171 | Other services; Recordkeeping and inf... | $47,779 |
Filed as: WRUBEL WESLEY & COMPANY CPAS Service code 10 · EIN 38-2574238 | Accounting | $6,700 |
LARRY MAGARIK, ESQ5 years Filed as: LARRY MAGARIK ESQ. Service code 20 80 EIGHTH AVENUE SUITE 901 · NEW YORK, NY 100117175 | Direct payment from the plan; Trustee... | $6,573 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $250,469-100.0% | $220,551-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 415.82% | 4.93%+410.9pp | 7.32%+408.5pp | 9.30%+406.5pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |