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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP2 years Filed as: BDO Service code 49 · EIN 39-0859910 | Other Services | $21,000 |
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.
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 | $47,724 | $122,219-61.0% | $147,096-67.6% | $199,921-76.1% |
| Participation rate | 85.0% | 78.3%+6.7pp | 82.2%+2.8pp | 72.0%+13.0pp |
| Annual return | 5.10% | 30.59%-25.5pp | 419.75%-414.7pp | 34.28%-29.2pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $21 | $179-88.3% | $13,005-99.8% | $269-92.2% |