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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 1321 OAKRIDGE DRIVE · FORT COLLINS, CO 80525 | Accounting | $17,000 |
Service code 64 · EIN 13-4238973 | Recordkeeping Fees | $9,220 |
ABBOTT, STRINGHAM & LYNCH4 years Service code 34 1530 MERIDIAN AVE · SAN JOSE, CA 95125 | Valuation (appraisals, etc.) | $2,718 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,318 | $84,493-51.1% | $125,381-67.0% | $66,938-38.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 6.23% | -8.49%+14.7pp | 572.31%-566.1pp | 1.58%+4.7pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $145 | $685-78.8% | $10,007-98.5% | $594-75.5% |