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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC5+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $18,000 |
COMERICA BANK1 year Service code 19 · EIN 42-1741646 | Securities Custodian | $12,594 |
WEYRICH, CRONIN & SORRA, LLC3 years Service code 10 · EIN 81-4643077 | Accounting | $6,000 |
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 | $142,100-100.0% | $353,945-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.0%-43.0pp |
| Annual return | 269.60% | 9.86%+259.7pp | 10.57%+259.0pp | 259.14%+10.5pp |
| Employer contribution / active EE | $0 | $37,630-100.0% | $29,483-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,546-100.0% |