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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.9+ years Filed as: BENESYS INC. Service code 12 · EIN 38-2383171 | Recordkeeping and information managem... | $41,275 |
Service code 10 · EIN 22-2212404 4B EVES DRIVE · MARLTON, NJ 08053 | Accounting | $8,000 |
LARRY MAGARIK, ESQ8 years Filed as: LARRY MAGARIK ESQ. Service code 20 80 EIGHTH AVE. SUITE 901 · NEW YORK, NY 10011 | Trustee (individual) | $6,830 |
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 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | 321.61% | 3.51%+318.1pp | 5.17%+316.4pp | 13.05%+308.6pp |
| Employer contribution / active EE | $0 | $33,893-100.0% | $26,422-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |