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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE K5 years Filed as: EMPLOYEE Service code 14 · EIN 72-0626673 | Plan Administrator | $62,490 |
NEEDLES & ASSOCIATES, LLC10+ years Service code 10 · EIN 51-0435869 | Accounting | $14,619 |
ROBEIN URANN SPENCER PICARD & CANGE10+ years Filed as: ROBEIN URANN SPENCER ET AL Service code 29 · EIN 72-0999672 | Legal | $9,210 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $186,703-100.0% | $160,039-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 41.5%-41.5pp | 21.3%-21.3pp | 34.7%-34.7pp |
| Annual return | 340.82% | 8.76%+332.1pp | 9.15%+331.7pp | 12.28%+328.5pp |
| Employer contribution / active EE | $0 | $35,037-100.0% | $26,409-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $295-100.0% | $266-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $2,041-100.0% | $1,701-100.0% | $47,656-100.0% |