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| Provider | Service type | Compensation |
|---|---|---|
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 100 WITNER ROAD · HORSHAM, PA 19044 | Accounting | $41,500 |
STEVENS & LEE2 years Service code 29 · EIN 23-1886296 111 N. SIXTH STREET · READING, PA 19601 | Legal | $8,866 |
MAURY KELLER, CPA2 years Service code 20 660 LIONSHEAD PLACE · VAIL, CO 81657 | Trustee (individual) | $370 |
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 | $1,698 | $165,399-99.0% | $149,745-98.9% | $158,982-98.9% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -0.12% | 348.34%-348.5pp | 276.72%-276.8pp | 302.99%-303.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $36 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |