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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 | Shareholder servicing fees; Trustee (... | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,795 | $110,337-17.7% | $102,383-11.3% | $145,877-37.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 4.61% | 24.83%-20.2pp | 24.94%-20.3pp | 551.28%-546.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $360 | $9,750-96.3% | $8,391-95.7% | $13,402-97.3% |