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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1 year Filed as: I.E. SHAFFER & CO Service code 11 · EIN 22-1750854 | Actuarial | $27,700 |
Filed as: GERSON & ASSOC. CPAS AND ADVISORS Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $9,500 |
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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 | $937,755-100.0% | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | - |
| Annual return | 284.20% | 72.14%+212.1pp | 8.34%+275.9pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $30,790-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $252-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $47,069-100.0% | - |