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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 52-1139156 9411 PHILADELPHIA ROAD SUITE S · BALTIMORE, MD 21237 | Plan Administrator | $42,354 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 334 W 34TH STREET · NEW YORK, NY 10001 | Actuarial | $10,489 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $415,031-100.0% | $139,743-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | - |
| Annual return | 492.17% | 15.23%+476.9pp | 4.96%+487.2pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $29,749-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $3,369-100.0% | - |