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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5+ years Filed as: I E SHAFFER & CO Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $21,500 |
MSPC4 years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $17,000 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $289,682-100.0% | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | - |
| Annual return | 397.96% | 43.80%+354.2pp | 10.56%+387.4pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $30,197-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $33-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $2,168-100.0% | - |