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| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 1701 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Legal | $902,899 |
MORGAN LEWIS3+ years Service code 17 · EIN 23-0891050 | Pension Consulting | $356,875 |
OSWALD COMPANIES1 year Service code 22 · EIN 34-0445620 | Insurance Broker | $300,000 |
BUTCHERJOSEPH & CO.2 years Service code 34 101 S HANLEY RD STE 1450 · SAINT LOUIS, ME 63105 | Valuation (appraisals, etc.) | $44,481 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $27,950 |
ERNST & YOUNG LLP1 year Service code 28 · EIN 34-6565596 | Investment Management | $25,479 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,061 | $117,734-92.3% | $115,752-92.2% | $77,958-88.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 77.8%+22.2pp | 71.6%+28.4pp |
| Annual return | 14.24% | 17.65%-3.4pp | 19.41%-5.2pp | 20.87%-6.6pp |
| Employer contribution / active EE | $1,441 | $2,736-47.3% | $3,492-58.7% | $2,310-37.6% |
| Participant deferral / active EE | $0 | $4,435-100.0% | $5,204-100.0% | $3,537-100.0% |
| Admin fee / account holder | $183 | $75+144.2% | $6,278-97.1% | $97+87.9% |