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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 27-2601619 | Accounting | $24,500 |
JACKSON LEWIS P.C.3+ years Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $13,064 |
KARDAN ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 22-3477324 | Actuarial | $9,875 |
HOWARD JOHANNSSEN2 years Filed as: HOWARD JOHANNSSEN SS XXX-XX-1787 Service code 14 · EIN 22-6238764 | Plan Administrator | $6,000 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-3180817 | Investment Management | $5,086 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | -0.36% | 5.28%-5.6pp | 16.78%-17.1pp | 10.21%-10.6pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |