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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $11,655 |
TOP FLIGHT WEALTH1 year Service code 28 · EIN 99-0417781 | Investment Management | $10,272 |
KATZEN MARSHALL1 year Service code 34 · EIN 75-2543011 | Valuation (appraisals, etc.); Direct ... | $6,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,074 | $101,653-88.1% | $147,080-91.8% | $74,459-83.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.05% | 8754.98%-8739.9pp | 420.17%-405.1pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $186 | $1,752-89.4% | $12,989-98.6% | $1,945-90.4% |