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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY1 year Filed as: TI-TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $47,500 |
MCKONLY & ASBURY LLP1 year Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $12,480 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $9,244 |
COMSTOCK ADVISORS1 year Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.) | $5,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,832 | $117,895-94.2% | $102,460-93.3% | $145,897-95.3% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 15.83% | 31.92%-16.1pp | 29.47%-13.6pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $291 | $13,353-97.8% | $9,460-96.9% | $13,390-97.8% |