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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPAS ACTUARIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $66,360 |
Filed as: RITHOLTZ WEALTH MANAGEMENT Service code 27 · EIN 46-3303127 | Advisory (Plan) | $49,235 |
NOTTINGHAM ADVISORS1 year Filed as: NOTTINGHAM TRUST Service code 19 · EIN 16-1213679 | Securities Custodian | $12,012 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 3.87% | 10.25%-6.4pp | 8.34%-4.5pp | 8.21%-4.3pp |
| Employer contribution / active EE | $0 | $16,685-100.0% | $30,799-100.0% | $13,842-100.0% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |