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| Provider | Service type | Compensation |
|---|---|---|
BEHRENS & BANKS1+ years Filed as: BEHRENS & BANKS, PC Service code 10 43482 CROSS BREEZE PLACE · ASHBURN, VA 20147 | Accounting | $40,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,152 |
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,346 | $52,678-88.0% | $75,782-91.6% | $59,632-89.4% |
| Participation rate | 89.8% | 67.2%+22.6pp | 75.8%+14.0pp | 68.7%+21.1pp |
| Annual return | -2.41% | 2.95%-5.4pp | 9.68%-12.1pp | 2041.32%-2043.7pp |
| Employer contribution / active EE | $2,659 | $2,193+21.2% | $3,323-20.0% | $2,203+20.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $179 | $3,610-95.0% | $5,300-96.6% | $4,297-95.8% |