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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.4+ years Filed as: I E SHAFFER & CO Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $20,000 |
MSPC3 years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $17,000 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1400 WEWATTA STREET, SUITE 300 · DENVER, CO 80202 | Actuarial | $7,869 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $267,312-100.0% | $245,396-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 51.5%-51.5pp | 43.0%-43.0pp | 46.4%-46.4pp |
| Annual return | 396.41% | -1035.07%+1431.5pp | -752.26%+1148.7pp | -82.66%+479.1pp |
| Employer contribution / active EE | $0 | $39,756-100.0% | $31,802-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |