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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MATHESON FINANCIAL Service code 34 · EIN 20-0431875 | Valuation (appraisals, etc.) | $25,200 |
Filed as: ENNIS PELLUM & ASSOCIATES CPAS Service code 10 · EIN 59-1843700 | Accounting | $25,000 |
SES ADVISORS, INC.3+ years Service code 15 · EIN 04-3760707 | Recordkeeping | $14,825 |
URBACH LAW GROUP1 year Service code 21 · EIN 26-3467266 | Bank Trustee | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $150,440-100.0% | $136,294-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 0.94% | 1049.08%-1048.1pp | 5155.94%-5155.0pp | 578.55%-577.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |