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| Provider | Service type | Compensation |
|---|---|---|
J. SCHAEFER & COMPANY LLC7 years Service code 10 · EIN 82-3706925 | Accounting | $13,188 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,422-100.0% | $468,422-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.7%-43.7pp |
| Annual return | 205.19% | 6.49%+198.7pp | 6.89%+198.3pp | 13.05%+192.1pp |
| Employer contribution / active EE | $0 | $48,281-100.0% | $43,868-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,365-100.0% |