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| Provider | Service type | Compensation |
|---|---|---|
BENSERCO1+ years Filed as: BENSERCO,INC.D/B/A BENEFIT SERVICES Service code 13 · EIN 13-2732561 | Contract Administrator | $42,000 |
ENNIS HARGADON, LLC1+ years Service code 10 · EIN 47-1121653 | Accounting | $16,000 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $15,330 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $154,906-100.0% | $154,906-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 21.1%-21.1pp | 48.7%-48.7pp |
| Annual return | -16.42% | -0.27%-16.2pp | -0.22%-16.2pp | -2.16%-14.3pp |
| Employer contribution / active EE | $0 | $37,831-100.0% | $35,165-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $83-100.0% | $80-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,675-100.0% | $12,572-100.0% |