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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $60,768 |
LARRY MAGARIK, ESQ1+ years Service code 20 113 UNIVERSITY PL, FLR 7 · NEW YORK, NY 100034527 | Trustee (individual); Direct payment ... | $13,740 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $8,716 |
BARATZ & ASSOCIATES, P.A.1+ years Filed as: BARATZ & ASSOCIATES Service code 10 · EIN 22-2212404 | Accounting | $6,000 |
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 | $142,953-100.0% | $139,743-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 35.1%-35.1pp | 22.6%-22.6pp | 45.6%-45.6pp |
| Annual return | 294.86% | 4.04%+290.8pp | 4.96%+289.9pp | 4.16%+290.7pp |
| Employer contribution / active EE | $0 | $35,442-100.0% | $29,749-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $26-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $3,369-100.0% | $21,465-100.0% |