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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP1+ years Filed as: MILLER FINANCIAL, INC. Service code 33 400 PENNY LANE · CONCORD, NC 28025 | Securities brokerage | $35,976 |
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 | $16,784 | $52,884-68.3% | $84,753-80.2% | $55,167-69.6% |
| Participation rate | 99.1% | 67.5%+31.5pp | 76.6%+22.5pp | 69.0%+30.1pp |
| Annual return | -6.15% | 18.03%-24.2pp | 22.78%-28.9pp | 169.23%-175.4pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $258 | $581-55.6% | $5,333-95.2% | $504-48.8% |