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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 36-4799908 33 SOUTH 6TH STREET, SUITE 4750 · MINNEAPLOLIS, MN 55402 | Valuation (appraisals, etc.) | $23,305 |
SES ADVISORS, INC.2 years Service code 64 · EIN 04-3760707 555 CITY AVENUE, SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping Fees | $15,649 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 2040 MAIN STREET, SUITE 900 · IRVINE, CA 92614 | Accounting | $10,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $12,515 | $63,346-80.2% | $92,240-86.4% | $70,126-82.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -26.17% | 530.19%-556.4pp | 176.29%-202.5pp | 73.15%-99.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $450 | $3,841-88.3% | $5,194-91.3% | $4,645-90.3% |