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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 04-2530412 | Actuarial | $38,816 |
CITRIN COOPERMAN7 years Service code 50 · EIN 22-2428965 | Direct Payment | $17,000 |
Filed as: CAMBRIDGE INV RESEARCH INC Service code 17 · EIN 39-1897480 | Pension Consulting | $7,500 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -0.61% | -3.51%+2.9pp | -5.12%+4.5pp | -5.25%+4.6pp |
| Employer contribution / active EE | $0 | $11,313-100.0% | $31,020-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |