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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 16-1186135 | Actuarial | $7,188 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | - |
| Annual return | 354.46% | 55.68%+298.8pp | -5.85%+360.3pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $31,839-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $1,000-100.0% | - |