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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STOUT RISIUS Service code 34 · EIN 38-3003685 | Consulting fees; Valuation (appraisal... | $105,814 |
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.
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 | $13,429 | $41,647-67.8% | $96,192-86.0% | $86,821-84.5% |
| Participation rate | 99.7% | 50.3%+49.4pp | 68.4%+31.2pp | 72.3%+27.4pp |
| Annual return | -36.48% | 27.24%-63.7pp | 192.09%-228.6pp | 97.94%-134.4pp |
| Employer contribution / active EE | $0 | $1,328-100.0% | $2,799-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,351-100.0% | $4,132-100.0% |
| Admin fee / account holder | $241 | $169+42.3% | $5,539-95.6% | $170+42.1% |