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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5 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 | $274,636-100.0% | $247,190-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.2%-15.2pp | 43.0%-43.0pp |
| Annual return | 343.02% | 7.44%+335.6pp | 7.87%+335.2pp | 259.17%+83.9pp |
| Employer contribution / active EE | $748 | $36,975-98.0% | $31,784-97.6% | $41,471-98.2% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $288,252-100.0% | $240,514-100.0% | $21,502-100.0% |