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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5+ years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $55,968 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $10,445 |
BARATZ & ASSOCIATES, P.A.5+ years Filed as: BARATZ & ASSOCIATES Service code 10 · EIN 22-2212404 | Accounting | $6,000 |
LARRY MAGARIK, ESQ5+ years Service code 20 113 UNIVERSITY PL, FLR 7 · NEW YORK, NY 100034527 | Trustee (individual); Direct payment ... | $4,920 |
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 | $161,673-100.0% | $161,673-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 41.7%-41.7pp | 43.0%-43.0pp |
| Annual return | 280.86% | 9.27%+271.6pp | 9.65%+271.2pp | 259.13%+21.7pp |
| Employer contribution / active EE | $0 | $32,307-100.0% | $27,458-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $33-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $23,561-100.0% | $23,561-100.0% | $21,546-100.0% |