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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 30-0192194 | Actuarial | $14,930 |
UHY LLP2+ years Filed as: UHY, LLC. Service code 10 · EIN 20-0694403 | Accounting | $8,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $33,040-100.0% | $127,144-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 62.9%-62.9pp | 11.3%-11.3pp |
| Annual return | 1.23% | 10.61%-9.4pp | 9.35%-8.1pp | 10.41%-9.2pp |
| Employer contribution / active EE | $0 | $8,724-100.0% | $25,504-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $552-100.0% | $1,066-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,133-100.0% | $2,049-100.0% | $2,646-100.0% |