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| Provider | Service type | Compensation |
|---|---|---|
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT LLC Service code 10 · EIN 88-2730877 | Accounting | $11,917 |
AETNA LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $11,276 |
GRAPHIC COMMUNICATIONS UNION LO 17M1 year Service code 15 · EIN 35-6253328 | Recordkeeping | $9,375 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $422,293-100.0% | - | $422,293-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.7%-34.7pp |
| Annual return | 130.61% | 12.22%+118.4pp | 11.15%+119.5pp | 12.28%+118.3pp |
| Employer contribution / active EE | $0 | $24,063-100.0% | $19,872-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $47,656-100.0% | - | $47,656-100.0% |