Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENSERCO2+ years Filed as: BENSERCO,INC.D/B/A BENEFIT SERVICES Service code 13 · EIN 13-2732561 | Contract Administrator | $42,000 |
ENNIS HARGADON, LLC2+ years Service code 10 · EIN 47-1121653 | Accounting | $16,000 |
O'SULLIVAN ASSOCIATES2+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $14,960 |
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 | $522,493-100.0% | $522,493-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 37.0%-37.0pp | 45.6%-45.6pp |
| Annual return | -21.38% | 4.02%-25.4pp | 4.11%-25.5pp | 4.16%-25.5pp |
| Employer contribution / active EE | $0 | $38,217-100.0% | $35,308-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $25-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,766-100.0% | $8,766-100.0% | $21,465-100.0% |