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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL SERVICES & SUPPORT LLC3+ years Service code 11 · EIN 27-4483809 | Actuarial | $7,150 |
WATSON, COOKE, AND JONES, PA2 years Service code 10 · EIN 20-3240092 | Accounting | $5,000 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | 4.69% | 3.99%+0.7pp | 4.36%+0.3pp | 10.56%-5.9pp |
| Employer contribution / active EE | $10,876 | $11,621-6.4% | $27,383-60.3% | $13,643-20.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |