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| Provider | Service type | Compensation |
|---|---|---|
HOWITT & ASSOCIATES1+ years Service code 34 · EIN 01-5365671 | Valuation (appraisals, etc.) | $18,810 |
SES ADVISORS, INC.1+ years Service code 64 · EIN 04-3760707 | Recordkeeping Fees | $7,977 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,557 | $57,108-88.5% | $94,229-93.0% | $52,331-87.5% |
| Participation rate | 99.4% | 72.9%+26.5pp | 78.8%+20.6pp | 68.1%+31.3pp |
| Annual return | 0.73% | 1.47%-0.7pp | 10.68%-9.9pp | 4.54%-3.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $137 | $546-74.9% | $6,269-97.8% | $592-76.8% |