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| Provider | Service type | Compensation |
|---|---|---|
DOEREN MAYHEW3 years Service code 10 · EIN 36-4745545 | Accounting | $56,750 |
MORGAN LEWIS1 year Filed as: MORGAN, LEWIS & BOCKLUS, LP Service code 29 · EIN 83-8091050 | Legal | $43,395 |
ISAACKS & ASSOCIATES3 years Service code 20 · EIN 91-1110351 | Trustee (individual); Shareholder ser... | $30,000 |
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.
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 | $90,795 | $111,754-18.8% | $103,333-12.1% | $145,922-37.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 4.61% | 24.77%-20.2pp | 24.88%-20.3pp | 561.29%-556.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $360 | $9,750-96.3% | $8,355-95.7% | $13,397-97.3% |