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| Provider | Service type | Compensation |
|---|---|---|
KAUFMAN & CANOLES2 years Service code 29 · EIN 54-1186543 150 W MAIN ST · NORFOLK, VA 23514 | Legal | $53,548 |
FORVIS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 400 MONTICELLO AVE, #1400 · NORFOLK, VA 23510 | Accounting | $37,800 |
CROWE LLP3 years Service code 64 · EIN 35-0921680 330 EAST JEFFERSON BLVD. · SOUTH BEND, IN 46624 | Recordkeeping Fees | $36,823 |
JAMES A. REICHERT2 years Filed as: JAMES F. JOYNER Service code 20 · EIN 24-0084983 157 HENSON STREET · SPARTANBURG, SC 29307 | Trustee (individual) | $26,000 |
SHEPPARD MULLIN1 year Filed as: SHEPPARD MULLIN RICHTER & HAMPTON Service code 29 · EIN 95-1463164 333 S. HOPE STREET, 43RD FLOOR · LOS ANGELES, CA 90071 | Legal | $10,832 |
Service code 29 · EIN 26-3222143 2055 L. STREET, N.W. SUITE 750 · WASHINGTON, DC 20036 | Legal | $9,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value 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 | $337,311 | $65,437+415.5% | $86,698+289.1% | $66,949+403.8% |
| Participation rate | 0.0% | 75.5%-75.5pp | 76.6%-76.6pp | 69.8%-69.8pp |
| Annual return | 66.39% | -10.91%+77.3pp | 35.96%+30.4pp | 1.57%+64.8pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $298,874 | $642+46472.8% | $7,492+3889.3% | $594+50251.1% |