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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEALTH SERVICES & BENEFITS ADMIN. Service code 13 · EIN 94-3089465 | Contract Administrator | $35,400 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $10,885 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 19200 VON KARMAN AVE STE 950 · IRVINE, CA 92612 | Actuarial | $6,616 |
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 | $289,682-100.0% | $161,646-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | - |
| Annual return | 325.47% | 43.80%+281.7pp | 12.93%+312.5pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $35,210-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $458-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $4,659-100.0% | - |