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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Filed as: BENESYS INC. Service code 12 · EIN 38-2383171 | Participant communication; Claims pro... | $38,341 |
LARRY MAGARIK, ESQ7 years Filed as: LARRY MAGARIK ESQ. Service code 20 80 EIGHTH AVE. SUITE 901 · NEW YORK, NY 10011 | Trustee (individual); Direct payment ... | $17,320 |
Filed as: WRUBEL, WESLEY & COMPANY Service code 10 · EIN 38-2574238 | Accounting | $6,750 |
COMERICA BANK2 years Service code 50 P.O. BOX 75000 · DETROIT, MI 48275 | Direct Payment | $6,485 |
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 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 360.22% | 3.70%+356.5pp | 7.69%+352.5pp | 24.44%+335.8pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |