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| Provider | Service type | Compensation |
|---|---|---|
BGBC PARTNERS LLP1 year Service code 10 · EIN 20-5804172 | Accounting | $48,880 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $25,382 |
ESOP FIDUCIARIES1 year Filed as: ESOP FIDUCIARIES INC Service code 21 · EIN 82-1679944 | Bank Trustee | $22,000 |
SMITHLYNCH LLC1 year Service code 29 · EIN 81-3352076 | Legal | $7,200 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,452 | $107,334-80.0% | $92,893-76.9% | $152,861-86.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.4%-82.4pp |
| Annual return | 0.59% | 145.58%-145.0pp | 109.41%-108.8pp | 345.32%-344.7pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $420 | $7,079-94.1% | $5,794-92.7% | $11,596-96.4% |