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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.) | $14,910 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 2040 MAIN STREET, SUITE 900 · IRVINE, CA 92614 | Accounting | $14,250 |
MUSICK, PEELER & GARRETT1 year Filed as: MUSICK, PEELER & GARRETT LLP Service code 29 ONE WIHSHIRE BUILDING · LOS ANGELES, CA 90017 | Legal | $9,548 |
SES ADVISORS, INC.3 years Service code 64 · EIN 04-3760707 555 CITY AVENUE, SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping Fees | $6,215 |
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 | $10,075 | $57,352-82.4% | $83,831-88.0% | $64,173-84.3% |
| Participation rate | 98.7% | 68.6%+30.1pp | 76.1%+22.6pp | 69.6%+29.2pp |
| Annual return | -19.06% | 11.38%-30.4pp | 850.99%-870.0pp | 7.63%-26.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $458 | $4,046-88.7% | $5,479-91.6% | $4,887-90.6% |