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| Provider | Service type | Compensation |
|---|---|---|
QUAYLE CO. SECURITIES2+ years Service code 27 · EIN 38-2776937 | Advisory (Plan) | $40,994 |
IATSE LOCAL 272+ years Service code 14 · EIN 34-0308265 | Plan Administrator | $14,000 |
WALTHALL, LLP1 year Service code 10 · EIN 34-0644631 | Accounting | $10,950 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,237 | $41,281-94.6% | $109,313-98.0% | $57,658-96.1% |
| Participation rate | 100.0% | 59.3%+40.7pp | 71.3%+28.7pp | 70.2%+29.8pp |
| Annual return | 7.08% | 8.97%-1.9pp | 22.07%-15.0pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,007 | $1,201-16.2% | $3,892-74.1% | $1,974-49.0% |
| Participant deferral / active EE | $0 | $2,223-100.0% | $3,166-100.0% | $3,061-100.0% |
| Admin fee / account holder | $24 | $75-68.2% | $5,666-99.6% | $95-74.7% |