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| Provider | Service type | Compensation |
|---|---|---|
TRAMER SHORE & ZWICK2 years Filed as: TRAMER, SHORE & ZWICK CPAS Service code 10 23775 COMMERCE PARK RD · BEACHWOOD, OH 44202 | Accounting | $16,130 |
GOLDSTEIN GRAGEL LLC4+ years Service code 29 526 SUPERIOR AVE STE 1040 · CLEVELAND, OH 44114 | Legal | $12,126 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 420 LEXINGTON AVE STE 220 · NEW YORK, NY 10170 | Actuarial | $8,807 |
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 | $179,235-100.0% | $161,646-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.5%-15.5pp | 47.4%-47.4pp |
| Annual return | 378.47% | 12.78%+365.7pp | 12.93%+365.5pp | 12.16%+366.3pp |
| Employer contribution / active EE | $0 | $42,142-100.0% | $35,210-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,275-100.0% | $4,659-100.0% | $17,640-100.0% |