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| Provider | Service type | Compensation |
|---|---|---|
QUAYLE CO. SECURITIES1+ years Service code 27 · EIN 38-2776937 | Advisory (Plan) | $32,010 |
IATSE LOCAL 271+ years Service code 14 · EIN 34-0308265 | Plan Administrator | $14,000 |
SCHWARZWALD & MCNAIR1+ years Filed as: SCHWARZWALD MCNAIR & FUSCO, LLP Service code 29 · EIN 20-0467468 | Legal | $6,032 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,252 | $47,078-95.2% | $100,671-97.8% | $55,191-95.9% |
| Participation rate | 100.0% | 58.0%+42.0pp | 70.7%+29.3pp | 69.2%+30.8pp |
| Annual return | -3.14% | 0.65%-3.8pp | 20.43%-23.6pp | 10.78%-13.9pp |
| Employer contribution / active EE | $1,194 | $1,065+12.1% | $4,012-70.2% | $1,899-37.1% |
| Participant deferral / active EE | $0 | $2,038-100.0% | $3,144-100.0% | $3,046-100.0% |
| Admin fee / account holder | $26 | $153-83.0% | $4,850-99.5% | $91-71.4% |