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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED THIRD PARTY ADMIN.2+ years Service code 13 · EIN 94-1688624 | Contract Administrator | $32,450 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $20,923 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $10,885 |
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 | $415,031-100.0% | $115,939-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | - |
| Annual return | 56.63% | 15.23%+41.4pp | 3.97%+52.7pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $28,168-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $274-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $12,837-100.0% | - |