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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2 years 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 GLOBAL2 years 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 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | 307.27% | 8.48%+298.8pp | 9.39%+297.9pp | 10.21%+297.1pp |
| Employer contribution / active EE | $1,418 | $40,983-96.5% | $33,466-95.8% | $42,272-96.6% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |