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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2+ years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $60,768 |
BARATZ & ASSOCIATES, P.A.2+ years Filed as: BARATZ & ASSOCIATES Service code 10 · EIN 22-2212404 | Accounting | $6,000 |
LARRY MAGARIK, ESQ2+ years Service code 20 113 UNIVERSITY PL, FLR 7 · NEW YORK, NY 100034527 | Trustee (individual); Direct payment ... | $5,945 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $4,265 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,910-100.0% | $158,640-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.4%-35.4pp | 22.2%-22.2pp | 45.9%-45.9pp |
| Annual return | 324.95% | 9.33%+315.6pp | 10.65%+314.3pp | 10.21%+314.7pp |
| Employer contribution / active EE | $0 | $36,456-100.0% | $30,880-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $65-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,630-100.0% | $1,478-100.0% | $13,518-100.0% |