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| Provider | Service type | Compensation |
|---|---|---|
KAUFMAN & CANOLES3 years Service code 29 · EIN 54-1186543 150 W MAIN ST · NORFOLK, VA 23514 | Legal | $80,351 |
JAMES A. REICHERT3 years Filed as: JAMES F. JOYNER Service code 20 · EIN 24-0084983 157 HENSON STREET · SPARTANSBURG, SC 29307 | Trustee (individual) | $23,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $513,633 | $76,112+574.8% | $96,544+432.0% | $71,529+618.1% |
| Participation rate | 0.0% | 74.4%-74.4pp | 76.0%-76.0pp | 67.9%-67.9pp |
| Annual return | -14.66% | 22.80%-37.5pp | 25.88%-40.5pp | 28.97%-43.6pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $62,082 | $2,708+2192.2% | $8,254+652.1% | $1,588+3808.2% |