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| Provider | Service type | Compensation |
|---|---|---|
STEVENS & LEE4 years Service code 29 · EIN 23-1886296 111 N. SIXTH STREET · READING, PA 19601 | Legal | $13,768 |
MAURY KELLER, CPA4 years Service code 20 660 LIONSHEAD PLACE · VAIL, CO 81657 | Trustee (individual) | $5,070 |
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 | $1,365 | $138,114-99.0% | $125,391-98.9% | $134,545-99.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -6.25% | 750.88%-757.1pp | 572.41%-578.7pp | 418.37%-424.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $91 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |