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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1 year Filed as: I E SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $18,000 |
Filed as: DAVID A. GERSON, CPA & ASSO. , PC Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · PASSAIC STREET, NJ 07662 | Accounting | $8,000 |
RYDER COURT GLOBAL1 year Filed as: DE RYDER PLANS Service code 11 · EIN 22-3082451 | Actuarial | $6,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $127,229-100.0% | $115,939-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 22.8%-22.8pp | 19.3%-19.3pp | 45.6%-45.6pp |
| Annual return | 329.10% | 3.55%+325.5pp | 3.97%+325.1pp | 4.16%+324.9pp |
| Employer contribution / active EE | $913 | $33,688-97.3% | $28,168-96.8% | $42,918-97.9% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,835-100.0% | $12,837-100.0% | $21,465-100.0% |