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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP3+ years Filed as: GEMGROUP, INC. Service code 13 · EIN 26-1603738 | Contract Administrator | $26,040 |
Service code 29 · EIN 51-0082644 | Legal | $18,145 |
NOVAK FRANCELLA LLC3+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,850 |
JENNINGS SIGMOND P.C.3+ years Filed as: JENNINGS SIGMOND, P.C. Service code 29 · EIN 23-2025670 | Legal | $11,987 |
HARBRIDGE CONSULTING GROUP, LLC3+ years Service code 11 · EIN 30-0192194 | Actuarial | $8,543 |
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 | $267,312-100.0% | $245,396-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 51.5%-51.5pp | 43.0%-43.0pp | 46.4%-46.4pp |
| Annual return | -1.73% | -1035.07%+1033.3pp | -752.26%+750.5pp | -82.66%+80.9pp |
| Employer contribution / active EE | $0 | $39,756-100.0% | $31,802-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |