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| Provider | Service type | Compensation |
|---|---|---|
BSI1 year Service code 64 · EIN 27-0187600 | Recordkeeping Fees | $114,928 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $21,534 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,224 | $74,024-95.6% | $78,002-95.9% | $57,658-94.4% |
| Participation rate | 99.8% | 79.7%+20.0pp | 75.5%+24.3pp | 70.2%+29.6pp |
| Annual return | -1.75% | 12.14%-13.9pp | 425.99%-427.7pp | 5.13%-6.9pp |
| Employer contribution / active EE | $0 | $2,365-100.0% | $2,470-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $107 | $93+15.0% | $5,481-98.0% | $95+13.3% |