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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.10+ years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $67,376 |
LARRY MAGARIK, ESQ10+ years Service code 20 512 RUGBY ROAD · BROOKLYN, NY 112266506 | Trustee (individual); Direct payment ... | $18,045 |
RAE GROUP LLC1 year Service code 11 · EIN 83-4646394 601 DRESHER ROAD, 201 · HORSHAM, PA 19044 | Actuarial | $9,870 |
SEMO LAW GROUP1 year Service code 29 1710 CONNECTICUT AVE N.W. · WASHINGTON, DC 20009 | Legal | $9,150 |
BARATZ & ASSOCIATES, P.A.10+ years Filed as: BARATZ & ASSOCIATES Service code 10 · EIN 22-2212404 | Accounting | $7,000 |
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 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 25.0%-25.0pp | 27.7%-27.7pp |
| Annual return | 261.49% | 9.87%+251.6pp | 9.70%+251.8pp | 15.59%+245.9pp |
| Employer contribution / active EE | $0 | $31,719-100.0% | $26,706-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |