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| Provider | Service type | Compensation |
|---|---|---|
KREISCHER MILLER5 years Service code 10 · EIN 23-1980475 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $10,000 |
CONRAD SIEGEL1 year Filed as: CONRAD M. SIEGEL, INC. Service code 16 · EIN 23-1669823 501 CORPORATE CIRCLE · HARRISBURG, PA 17110 | Consulting | $3,900 |
MAURY KELLER, CPA5 years Service code 20 660 LIONSHEAD PLACE · VAIL, CO 81657 | Trustee (individual) | $888 |
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 | $1,294 | $148,629-99.1% | $135,982-99.0% | $139,487-99.1% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | -5.25% | 79.33%-84.6pp | 68.32%-73.6pp | 373.84%-379.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $72 | $12,406-99.4% | $10,767-99.3% | $11,407-99.4% |