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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC3+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $18,000 |
Service code 10 · EIN 81-4643077 | Accounting | $5,750 |
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 | $360,335-100.0% | $280,855-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | - |
| Annual return | 414.03% | 25.06%+389.0pp | -0.70%+414.7pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $28,903-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $148-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $1,852-100.0% | - |