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| Provider | Service type | Compensation |
|---|---|---|
ELIJAH DAVIS2+ years Service code 13 · EIN 22-6147201 | Contract Administrator | $10,600 |
Service code 29 · EIN 22-3522685 | Legal | $5,600 |
DERYDER PLANS2+ years Filed as: DERYDER PLANS INC Service code 11 · EIN 22-3082451 | Actuarial | $5,500 |
WASILEWSKI & KEATING PC1 year Service code 10 · EIN 22-2676761 | Accounting | $5,200 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $85,985-100.0% | $85,985-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 19.2%-19.2pp | 45.9%-45.9pp |
| Annual return | 2269.44% | 15.47%+2254.0pp | 14.20%+2255.2pp | 10.21%+2259.2pp |
| Employer contribution / active EE | $0 | $36,160-100.0% | $27,968-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $6,028-100.0% | $6,028-100.0% | $13,518-100.0% |