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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Filed as: BENESYS, INC Service code 13 · EIN 38-6058023 | Contract Administrator | $44,030 |
LAWRENCE BRESKIN1 year Service code 29 · EIN 37-8500578 | Legal | $9,020 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $8,000 |
COMERICA BANK1 year Service code 50 · EIN 38-0788660 | Direct Payment | $5,434 |
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 | $289,682-100.0% | $204,001-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | - |
| Annual return | 231.19% | 43.80%+187.4pp | -100.31%+331.5pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $18,686-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $77-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $1,604-100.0% | - |