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| Provider | Service type | Compensation |
|---|---|---|
HBPA1+ years Service code 14 · EIN 72-1256213 | Plan Administrator | $115,200 |
ERICKSEN, KRENTEL & LAPORTE, LLP1+ years Service code 10 · EIN 72-0549733 | Accounting | $18,115 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 | Securities brokerage commissions and ... | $13,228 |
POSTLETHWAITE & NETTERVILLE1+ years Filed as: POSTLETHWAITE & NETTERVILLE, APAC Service code 10 · EIN 72-1202445 | Accounting | $10,000 |
BOURGEOIS BENNETT LLC1+ years Filed as: BOURGEOIS BENNETT, LLC Service code 17 · EIN 72-0136870 | Pension Consulting | $9,880 |
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 | $367,814-100.0% | $147,304-100.0% | $367,814-100.0% |
| Participation rate | 0.0% | 99.6%-99.6pp | 84.4%-84.4pp | 99.6%-99.6pp |
| Annual return | 18.01% | 1.31%+16.7pp | 29.24%-11.2pp | 1.31%+16.7pp |
| Employer contribution / active EE | $0 | $37,256-100.0% | $5,766-100.0% | $37,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $5,076-100.0% | $0 |
| Admin fee / account holder | $0 | $0 | $7,571-100.0% | $0 |