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| Provider | Service type | Compensation |
|---|---|---|
ASHFORD/BERT REAMES4+ years Service code 27 · EIN 59-3431998 | Advisory (Plan) | $75,161 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $37,867 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,220 | $47,977+2.6% | $154,108-68.1% | $56,289-12.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.85% | 3.54%-7.4pp | 735.21%-739.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $379 | $438-13.4% | $13,411-97.2% | $521-27.2% |