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| Provider | Service type | Compensation |
|---|---|---|
ADVANCED PLANNING GROUP1+ years Service code 27 · EIN 75-2473661 | Advisory (Plan) | $46,806 |
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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,553-100.0% | $83,167-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 77.9%-77.9pp | 15.7%-15.7pp |
| Annual return | -1.06% | -0.78%-0.3pp | -0.37%-0.7pp | -7.14%+6.1pp |
| Employer contribution / active EE | $0 | $11,650-100.0% | $27,460-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $997-100.0% | $1,021-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,768-100.0% | $3,063-100.0% | $1,191-100.0% |