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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.7+ years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $60,000 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $7,415 |
BARATZ & ASSOCIATES, P.A.7+ years Filed as: BARATZ & ASSOCIATES Service code 10 · EIN 22-2212404 | Accounting | $6,000 |
LARRY MAGARIK, ESQ7+ years Service code 20 113 UNIVERSITY PL, FLR 7 · NEW YORK, NY 100034527 | Direct payment from the plan; Trustee... | $3,120 |
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 | $69,807-100.0% | $65,170-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 45.8%-45.8pp | 29.3%-29.3pp | 44.5%-44.5pp |
| Annual return | 306.75% | 10.17%+296.6pp | 7.07%+299.7pp | -14.65%+321.4pp |
| Employer contribution / active EE | $0 | $38,496-100.0% | $34,847-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51-100.0% | $51-100.0% | $14,582-100.0% |