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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP2+ years Filed as: GEMGROUP, INC. Service code 13 · EIN 26-1603738 | Contract Administrator | $26,040 |
Service code 29 · EIN 51-0082644 | Legal | $17,113 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,850 |
HARBRIDGE CONSULTING GROUP, LLC2+ years Service code 11 · EIN 30-0192194 | Actuarial | $11,603 |
JENNINGS SIGMOND P.C.2+ years Filed as: JENNINGS SIGMOND, P.C. Service code 29 · EIN 23-2025670 | Legal | $10,661 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $198,945-100.0% | $184,886-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 57.2%-57.2pp | 47.1%-47.1pp | 45.9%-45.9pp |
| Annual return | -1.62% | 7.15%-8.8pp | 8.32%-9.9pp | 10.21%-11.8pp |
| Employer contribution / active EE | $0 | $38,756-100.0% | $30,793-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,060-100.0% | $2,802-100.0% | $13,518-100.0% |