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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 26 · EIN 04-3523567 | Advisory (Participants) | $46,140 |
HARPER DANESH LLC4+ years Service code 11 · EIN 27-3395775 | Actuarial | $21,000 |
Filed as: BENCIVENGA WARD & COMPANY CPAS Service code 10 · EIN 13-3274930 | Accounting | $14,090 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX Service code 15 · EIN 75-3182674 | Recordkeeping | $12,915 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $352,342-100.0% | $336,864-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 27.8%-27.8pp | 46.4%-46.4pp |
| Annual return | -4.39% | -3.41%-1.0pp | -3.29%-1.1pp | -82.67%+78.3pp |
| Employer contribution / active EE | $0 | $41,836-100.0% | $36,762-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |