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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAWKINS PARNELL & YOUNG LLP Service code 29 · EIN 58-0908407 | Legal | $27,158 |
EVIDENTIA CONSULTING1 year Service code 10 · EIN 46-2422220 | Accounting | $18,939 |
NICHOLAS L. SAAKVITNE1 year Filed as: NICHOLAS L SAAKVITNE Service code 20 · EIN 95-4096489 | Trustee (individual); Named fiduciary... | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,909 | $211,958-85.4% | $169,463-81.8% | $135,375-77.2% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -2.09% | 3.26%-5.4pp | 1.83%-3.9pp | 519.73%-521.8pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $737 | $11,471-93.6% | $9,109-91.9% | $10,827-93.2% |