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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS INC. Service code 12 · EIN 38-2383171 | Direct payment from the plan; Copying... | $45,212 |
LARRY MAGARIK, ESQ9 years Filed as: LARRY MAGARIK ESQ. Service code 20 512 RUDBY ROAD · BROOKLYN, NY 11226 | Trustee (individual) | $26,685 |
BARATZ & ASSOCIATES, P.A.2 years Service code 10 · EIN 22-2212404 4B EVES DRIVE · MARLTON, NJ 08053 | Accounting | $8,200 |
LAWRENCE BRESKIN, ESQ1 year Service code 29 615 GRISWOLD · DETROIT, MI 48226 | Legal | $6,323 |
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 | $136,833-100.0% | $136,833-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 15.4%-15.4pp | 12.5%-12.5pp | 34.1%-34.1pp |
| Annual return | 371.50% | -4.47%+376.0pp | -1.97%+373.5pp | 13.02%+358.5pp |
| Employer contribution / active EE | $0 | $22,284-100.0% | $19,908-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $5,412-100.0% | $39,117-100.0% |