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| Provider | Service type | Compensation |
|---|---|---|
MITCHELL & TITUS, LLP5 years Service code 10 · EIN 13-2781641 | Accounting | $22,000 |
FINANCIAL ENGINES7 years Service code 16 · EIN 94-3250323 | Consulting | $5,734 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,467-100.0% | $93,759-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 81.0%-81.0pp | 81.2%-81.2pp |
| Annual return | -100.07% | -15.72%-84.4pp | -11.33%-88.7pp | 418.27%-518.3pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,980-100.0% | $6,096-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,258-100.0% | $7,197-100.0% | $11,429-100.0% |