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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC1+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $18,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $15,000 |
WEYRICH, CRONIN & SORRA, LLC1+ years Filed as: WEYRICH, CRONIN & SORRA, CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $5,500 |
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.
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% | $442,730-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | - |
| Annual return | -16.76% | 15.23%-32.0pp | 4.72%-21.5pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $30,821-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $113-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $2,146-100.0% | - |