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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 3 SALES PENSION2+ years Service code 49 · EIN 36-6527340 | Other Services | $12,000 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 | Accounting | $5,800 |
ELITE ADMINISTRATION2+ years Filed as: ELITE ADMINISTRATION & INSURANCE Service code 22 · EIN 36-2238689 | Insurance Broker | $0 |
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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.
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 | $233,564-100.0% | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | - |
| Annual return | -7.06% | 28.83%-35.9pp | 10.53%-17.6pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $29,360-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $1,273-100.0% | - |