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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 3 SALES PENSION3+ years Service code 49 · EIN 36-6527340 | Other Services | $14,403 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $5,900 |
ELITE ADMINISTRATION3+ years Filed as: ELITE ADMINISTRATION & INSURANCE Service code 22 · EIN 36-2238689 | Insurance Broker | $0 |
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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 | $360,335-100.0% | $476,019-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | - |
| Annual return | -4.71% | 25.06%-29.8pp | 4.36%-9.1pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $27,383-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $75-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $14,020-100.0% | - |