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| Provider | Service type | Compensation |
|---|---|---|
CLARK, SCHAEFER, HACKETT & CO.10+ years Filed as: CLARK, SCHAEFER, HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $13,000 |
US BANK10+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $9,629 |
JHBENEFITS LTD8 years Service code 11 · EIN 20-0754801 | Actuarial | $8,042 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $24,265-100.0% | $79,278-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 11.2%-11.2pp |
| Annual return | 6.08% | 7.39%-1.3pp | 0.87%+5.2pp | 9.01%-2.9pp |
| Employer contribution / active EE | $0 | $21,308-100.0% | $17,293-100.0% | $12,866-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $20-100.0% | $4,785-100.0% |