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| Provider | Service type | Compensation |
|---|---|---|
J. SCHAEFER & COMPANY LLC6 years Service code 10 · EIN 82-3706925 | Accounting | $10,950 |
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 | $331,632-100.0% | $331,632-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 50.0%-50.0pp | 55.9%-55.9pp |
| Annual return | 17.53% | 10.23%+7.3pp | 10.60%+6.9pp | 24.44%-6.9pp |
| Employer contribution / active EE | $0 | $49,083-100.0% | $43,831-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,013-100.0% |