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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 26 · EIN 04-3523567 | Advisory (Participants) | $51,788 |
HARPER DANESH LLC6+ years Service code 11 · EIN 27-3395775 | Actuarial | $26,225 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX Service code 15 · EIN 75-3182674 | Recordkeeping | $14,466 |
Filed as: BENCIVENGA WARD COMPANY CPAS PC Service code 10 · EIN 13-3274930 | Accounting | $12,510 |
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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 | $326,582-100.0% | $319,634-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 27.6%-27.6pp | 43.0%-43.0pp |
| Annual return | 13.81% | 204.13%-190.3pp | 175.18%-161.4pp | 259.17%-245.4pp |
| Employer contribution / active EE | $0 | $43,384-100.0% | $38,590-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,502-100.0% |