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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $10,000 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,671 | $82,664-55.6% | $125,339-70.7% | $68,494-46.5% |
| Participation rate | 0.0% | 75.0%-75.0pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -11.70% | -5.97%-5.7pp | 572.05%-583.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $2,562 | $3,381-24.2% | $4,814-46.8% | $2,596-1.3% |
| Participant deferral / active EE | $4,727 | $6,110-22.6% | $7,446-36.5% | $4,027+17.4% |
| Admin fee / account holder | $72 | $6,275-98.9% | $10,010-99.3% | $5,403-98.7% |