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| Provider | Service type | Compensation |
|---|---|---|
APPLE GROWTH PARTNERS3 years Service code 34 · EIN 81-4504770 | Valuation (appraisals, etc.) | $12,250 |
EISNERAMPER LLP6 years Filed as: EISER AMPER Service code 10 · EIN 13-1639826 | Accounting | $11,440 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,227 | $66,402-68.0% | $109,907-80.7% | $85,847-75.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 24.25% | 19.59%+4.7pp | 29.46%-5.2pp | 318.61%-294.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $226 | $4,557-95.0% | $6,069-96.3% | $6,261-96.4% |