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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.4 years Filed as: I E SHAFFER & CO Service code 10 · EIN 22-1750854 | Accounting | $24,000 |
Filed as: GERSON & ASSOC. CPAS AND ADVISORS, Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · PASSAIC STREET, NJ 07662 | Accounting | $8,000 |
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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 | $179,235-100.0% | $161,646-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.5%-15.5pp | 47.3%-47.3pp |
| Annual return | 326.16% | 12.78%+313.4pp | 12.93%+313.2pp | 12.16%+314.0pp |
| Employer contribution / active EE | $2,022 | $42,142-95.2% | $35,210-94.3% | $44,747-95.5% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,275-100.0% | $4,659-100.0% | $17,640-100.0% |