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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 52-1139156 | Plan Administrator | $39,096 |
SARFINO AND RHOADES, LLP3 years Service code 10 · EIN 52-0961657 | Accounting | $9,800 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $177,834-100.0% | $177,834-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 58.6%-58.6pp | 39.5%-39.5pp | 47.4%-47.4pp |
| Annual return | 729.91% | 10.65%+719.3pp | 11.67%+718.2pp | 12.16%+717.7pp |
| Employer contribution / active EE | $0 | $33,520-100.0% | $28,376-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $48-100.0% | $46-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $15,617-100.0% | $15,617-100.0% | $17,640-100.0% |