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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP2 years Filed as: EISER AMPER Service code 34 · EIN 13-1639826 | Valuation (appraisals, etc.) | $10,000 |
BEDARD, KUROWICKI, & CO2 years Service code 10 · EIN 22-3299874 | Accounting | $7,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,933 | $56,110-71.6% | $94,993-83.2% | $70,126-77.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 10.27% | 51.02%-40.7pp | 27.14%-16.9pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $142 | $3,456-95.9% | $4,960-97.1% | $4,645-96.9% |