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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: STONE STREET EQUITY Service code 15 · EIN 59-3331424 | Recordkeeping | $22,500 |
KORN FERRY HAY GROUP8 years Filed as: KORN FERRY HAY GROUP, INC. Service code 11 · EIN 52-1690841 | Actuarial | $17,925 |
WILMINGTON TRUST10+ years Service code 15 · EIN 23-3060382 | Recordkeeping | $17,492 |
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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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 5.08% | 9.45%-4.4pp | 5.04%0pp | 7.65%-2.6pp |
| Employer contribution / active EE | $0 | $14,895-100.0% | $26,454-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |