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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES INC. Service code 11 · EIN 16-1186135 | Actuarial | $13,750 |
Service code 49 · EIN 16-0492678 | Other Services | $8,072 |
Filed as: ARCARA LENDA EUSANIO & STACEY Service code 10 · EIN 47-1793720 | Accounting | $7,300 |
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 | $124,814-100.0% | $124,814-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.9%-43.9pp |
| Annual return | 255.57% | 8.40%+247.2pp | 10.52%+245.0pp | 13.05%+242.5pp |
| Employer contribution / active EE | $0 | $31,334-100.0% | $26,756-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,074-100.0% |