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| Provider | Service type | Compensation |
|---|---|---|
ISAACKS & ASSOCIATES2 years Service code 10 · EIN 35-2338621 | Accounting | $16,000 |
EEPB2 years Service code 34 · EIN 76-0222094 | Direct payment from the plan; Valuati... | $14,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,377 |
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 | $24,229 | $106,247-77.2% | $96,515-74.9% | $139,466-82.6% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 64.52% | 38.47%+26.0pp | 35.73%+28.8pp | 373.66%-309.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $171 | $7,885-97.8% | $6,735-97.5% | $11,409-98.5% |