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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.7 years Filed as: I E SHAFFER & CO Service code 10 · EIN 22-1750854 | Accounting | $26,500 |
Filed as: GERSON & ASSOC. CPAS AND ADVISORS, Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · PASSAIC STREET, NJ 07662 | Accounting | $8,500 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | $748,470-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | - |
| Annual return | 324.96% | 55.68%+269.3pp | 0.46%+324.5pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $35,480-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $231-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $29,938-100.0% | - |