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| Provider | Service type | Compensation |
|---|---|---|
EEPB1 year Service code 34 · EIN 76-0222094 | Direct payment from the plan; Valuati... | $26,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,958 |
ISAACKS & ASSOCIATES1 year Service code 10 · EIN 35-2338621 | Accounting | $20,000 |
Filed as: BENNY VALEK Service code 29 · EIN 74-3170813 | Legal | $19,562 |
Filed as: BLUE RIDGE Service code 13 · EIN 43-0626318 | Contract Administrator | $7,543 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,810 | $64,119-62.9% | $112,228-78.8% | $66,914-64.4% |
| Participation rate | 89.0% | 68.5%+20.5pp | 75.1%+13.9pp | 69.8%+19.2pp |
| Annual return | 8.08% | -13.81%+21.9pp | 27.45%-19.4pp | 1.58%+6.5pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $376 | $625-39.9% | $6,410-94.1% | $593-36.7% |