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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 16-1186135 | Actuarial | $23,994 |
Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $14,680 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,130-100.0% | $82,130-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 12.5%-12.5pp | 27.7%-27.7pp |
| Annual return | 364.88% | 8.23%+356.6pp | 8.99%+355.9pp | 15.59%+349.3pp |
| Employer contribution / active EE | $0 | $43,293-100.0% | $25,171-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,134-100.0% | $1,134-100.0% | $21,009-100.0% |