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| Provider | Service type | Compensation |
|---|---|---|
COMSTOCK ADVISORS2 years Service code 34 1 PIERCE PLACE · CHICAGO, IL 60143 | Valuation (appraisals, etc.) | $7,500 |
SWERDLIN & COMPANY3 years Service code 15 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $6,710 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,587 | $104,577-71.7% | $76,667-61.4% | $152,909-80.7% |
| Participation rate | 95.2% | 76.6%+18.6pp | 72.1%+23.1pp | 82.5%+12.8pp |
| Annual return | 4.86% | 1014.36%-1009.5pp | 1166.74%-1161.9pp | 345.46%-340.6pp |
| Employer contribution / active EE | $24,906 | $3,119+698.6% | $2,303+981.5% | $4,764+422.8% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $57 | $12,290-99.5% | $6,423-99.1% | $11,601-99.5% |