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| Provider | Service type | Compensation |
|---|---|---|
PLATFORM CPAS LLP1 year Filed as: PLATFORM CPA'S LLP Service code 10 · EIN 88-4342576 6510 MILLROCK DR #275 · HOLLADAY, UT 84121 | Accounting | $22,663 |
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.
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 | $7,510 | $94,031-92.0% | $115,768-93.5% | $82,448-90.9% |
| Participation rate | 98.8% | 70.4%+28.3pp | 74.4%+24.4pp | 68.1%+30.7pp |
| Annual return | 3.05% | 20.61%-17.6pp | 100.46%-97.4pp | 41.64%-38.6pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $90 | $10,249-99.1% | $12,439-99.3% | $7,234-98.8% |