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| Provider | Service type | Compensation |
|---|---|---|
MOORE & VAN ALLEN PLLC1 year Service code 29 · EIN 56-0559307 | Legal | $62,232 |
Service code 15 · EIN 13-4238973 | Recordkeeping | $44,427 |
BVI2+ years Service code 34 · EIN 59-3137254 | Valuation (appraisals, etc.) | $18,637 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,697 | $32,425-94.8% | $74,577-97.7% | $55,167-96.9% |
| Participation rate | 90.2% | 54.0%+36.2pp | 68.1%+22.1pp | 69.0%+21.2pp |
| Annual return | -86.03% | 10.63%-96.7pp | 20.47%-106.5pp | 169.23%-255.3pp |
| Employer contribution / active EE | $9,593 | $1,043+819.3% | $2,525+279.9% | $1,963+388.8% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $99 | $748-86.8% | $4,138-97.6% | $504-80.4% |