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| Provider | Service type | Compensation |
|---|---|---|
KREISCHER MILLER6 years Service code 10 · EIN 23-1980475 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $10,000 |
MAURY KELLER, CPA6 years Service code 20 660 LIONSHEAD PLACE · VAIL, CO 81657 | Trustee (individual) | $720 |
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 | $1,241 | $160,040-99.2% | $147,096-99.2% | $145,877-99.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | -4.06% | 98.49%-102.6pp | 419.75%-423.8pp | 551.28%-555.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $53 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |