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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARCARA LENDA EUSANIO & STACEY Service code 10 · EIN 47-1793720 | Accounting | $8,750 |
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 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 0.0%0pp | 27.7%-27.7pp |
| Annual return | 316.47% | 22.00%+294.5pp | 31.38%+285.1pp | 15.59%+300.9pp |
| Employer contribution / active EE | $0 | $21,693-100.0% | $24,632-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $199-100.0% | $181-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |