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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 · EIN 68-0306908 | Contract Administrator | $54,563 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $38,880 |
Filed as: MCCRACKEN STEMERMAN & HOLSBERRY LLP Service code 29 · EIN 94-1709555 | Legal | $11,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,451 | $41,617-91.7% | $84,628-95.9% | $77,775-95.6% |
| Participation rate | 11.9% | 45.0%-33.2pp | 68.2%-56.4pp | 73.2%-61.3pp |
| Annual return | -42.82% | 24.97%-67.8pp | 258.80%-301.6pp | 32.58%-75.4pp |
| Employer contribution / active EE | $325 | $1,061-69.3% | $2,653-87.7% | $2,504-87.0% |
| Participant deferral / active EE | $0 | $2,129-100.0% | $3,900-100.0% | $3,966-100.0% |
| Admin fee / account holder | $434 | $121+259.0% | $4,914-91.2% | $100+334.0% |