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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,318 | $84,487-51.1% | $125,339-67.0% | $66,914-38.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 6.23% | -8.39%+14.6pp | 572.05%-565.8pp | 1.58%+4.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $145 | $685-78.8% | $10,010-98.5% | $593-75.5% |