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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS INC. Service code 12 · EIN 38-2383171 | Other services; Copying and duplicati... | $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 |
Filed as: LAWRENCE BRESKIN, ESQ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $105,290-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 12.3%-12.3pp | 39.2%-39.2pp |
| Annual return | 371.50% | 66.62%+304.9pp | 52.39%+319.1pp | 13.91%+357.6pp |
| Employer contribution / active EE | $0 | $26,943-100.0% | $23,486-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $266-100.0% | $224-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $41,846-100.0% |