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| Provider | Service type | Compensation |
|---|---|---|
LEO RILEY & CO. CPAS1+ years Service code 13 · EIN 83-0320414 141 S CENTER ST SUITE 200 · CASPER, WY 826012519 | Contract Administrator | $29,369 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1400 WEWATTA STREET, SUITE 300 · DENVER, CO 80202 | Actuarial | $21,812 |
I.E. SHAFFER & CO.1+ years Filed as: I E SHAFFER & CO Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $10,000 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $120,305-100.0% | $115,244-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 43.8%-43.8pp | 33.3%-33.3pp | 48.7%-48.7pp |
| Annual return | 415.45% | -1.96%+417.4pp | -1.61%+417.1pp | -2.16%+417.6pp |
| Employer contribution / active EE | $0 | $37,094-100.0% | $30,840-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $41-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,890-100.0% | $3,433-100.0% | $12,572-100.0% |