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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.10+ years Filed as: IE SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $41,340 |
L.M. HENDERSON & COMPANY, LLP10+ years Service code 10 · EIN 20-5520612 | Accounting | $14,400 |
LARRY MAGARIK, ESQ1 year Filed as: LARRY MAGARIK Service code 14 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 086281020 | Plan Administrator | $8,730 |
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 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 129.47% | 3.77%+125.7pp | 6.70%+122.8pp | 13.05%+116.4pp |
| Employer contribution / active EE | $0 | $35,643-100.0% | $25,177-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |