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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED2+ years Filed as: ALICARE Service code 13 · EIN 13-3432221 | Contract Administrator | $10,750 |
Filed as: BUCKLEY, FRAME, BOUDREAU, & CO PC Service code 10 · EIN 06-0931761 | Accounting | $6,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $209,212-100.0% | $18,392,177-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 56.6%-56.6pp | 37.5%-37.5pp | 45.6%-45.6pp |
| Annual return | 108.74% | 1.57%+107.2pp | 3.99%+104.7pp | 4.16%+104.6pp |
| Employer contribution / active EE | $0 | $47,181-100.0% | $38,279-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $138-100.0% | $386-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,510-100.0% | $140,034-100.0% | $21,465-100.0% |