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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.8+ years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $60,000 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $21,085 |
LARRY MAGARIK, ESQ8+ years Service code 20 113 UNIVERSITY PL, FLR 7 · NEW YORK, NY 100034527 | Direct payment from the plan; Trustee... | $7,740 |
BARATZ & ASSOCIATES, P.A.8+ 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 | $224,669-100.0% | $202,297-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 52.5%-52.5pp | 55.9%-55.9pp |
| Annual return | 327.48% | 14.34%+313.1pp | 14.21%+313.3pp | 24.44%+303.0pp |
| Employer contribution / active EE | $0 | $33,857-100.0% | $29,446-100.0% | $41,341-100.0% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $9,002-100.0% | $7,524-100.0% | $22,013-100.0% |