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| Provider | Service type | Compensation |
|---|---|---|
ASHFORD/BERT REAMES8+ years Service code 27 · EIN 59-3431998 | Advisory (Plan) | $67,865 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $30,056 |
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 | $62,281 | $65,125-4.4% | $143,797-56.7% | $66,949-7.0% |
| Participation rate | 90.9% | 65.2%+25.7pp | 80.3%+10.6pp | 69.8%+21.1pp |
| Annual return | -11.65% | -11.13%-0.5pp | -0.04%-11.6pp | 1.57%-13.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $441 | $503-12.3% | $14,679-97.0% | $594-25.7% |