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| Provider | Service type | Compensation |
|---|---|---|
ASHFORD/BERT REAMES10+ years Service code 27 · EIN 59-3431998 | Advisory (Plan) | $56,071 |
RETIREMENT PLANNERS & ADMINISTRATOR10+ years Service code 15 · EIN 62-1038805 | Recordkeeping | $20,508 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,661 | $55,446+27.4% | $155,574-54.6% | $74,429-5.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.67% | 269.20%-257.5pp | 64.87%-53.2pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $479 | $1,743-72.5% | $15,914-97.0% | $1,944-75.4% |