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| Provider | Service type | Compensation |
|---|---|---|
ANDERS MINKLER HUBER & HELM LLP10+ years Service code 10 · EIN 43-0831507 | Accounting | $30,195 |
BENESYS, INC.6 years Filed as: BENESYS Service code 13 13801 RIVERPORT DRIVE, STE 401 · MARYLAND HEIGHTS, MO 63043 | Contract Administrator | $14,163 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $14,110 |
SCHUCHAT, COOK & WERNER8 years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $5,015 |
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 | $284,260-100.0% | $284,260-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 25.8%-25.8pp | 17.2%-17.2pp | 35.7%-35.7pp |
| Annual return | 135.35% | 53.10%+82.2pp | 44.37%+91.0pp | 15.19%+120.2pp |
| Employer contribution / active EE | $0 | $40,936-100.0% | $36,004-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $166-100.0% | $159-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $266,169-100.0% | $266,169-100.0% | $50,584-100.0% |