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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $30,150 |
BURLEIGH CONSULTING GROUP1+ years Service code 17 · EIN 62-0842964 465 JACK KRAMER DRIVE, SUITE 2 · MEMPHIS, TN 38117 | Pension Consulting | $8,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value 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 | $2,528,073 | $140,592+1698.2% | $123,106+1953.6% | $125,388+1916.2% |
| Participation rate | 30.0% | 88.2%-58.2pp | 86.8%-56.8pp | 83.2%-53.2pp |
| Annual return | -11.50% | 16.80%-28.3pp | 13.22%-24.7pp | 282.24%-293.7pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,985 | $11,198-1.9% | $9,015+21.9% | $9,541+15.1% |