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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT SERVICES GROUP, INC.2+ years Filed as: THE BENEFIT SERVICES GROUP Service code 14 · EIN 39-1593551 | Plan Administrator | $32,948 |
FREYBERG HINKLE ET AL2+ years Service code 10 · EIN 39-1531945 | Accounting | $9,525 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $77,424-100.0% | $69,182-100.0% | - |
| Participation rate | 0.0% | 26.2%-26.2pp | 55.1%-55.1pp | - |
| Annual return | -0.92% | -2.04%+1.1pp | -21.93%+21.0pp | - |
| Employer contribution / active EE | $0 | $421-100.0% | $1,206-100.0% | - |
| Participant deferral / active EE | $0 | $779-100.0% | $1,897-100.0% | - |
| Admin fee / account holder | $0 | $1,729-100.0% | $2,697-100.0% | - |