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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 55-2111721 | Advisory (Plan) | $74,109 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,274 |
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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 | $344,842-100.0% | $334,005-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 43.7%-43.7pp | 43.9%-43.9pp |
| Annual return | 7.06% | 10.02%-3.0pp | 9.82%-2.8pp | 13.05%-6.0pp |
| Employer contribution / active EE | $0 | $31,894-100.0% | $30,304-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,074-100.0% |