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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 95-4345526 | Accounting | $14,000 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $8,855 |
REYNO-BERTENSHAW WMG4 years Service code 27 2555 E CAMELBACK RD STE 900 · PHOENIX, AZ 850164218 | Advisory (Plan) | $4,854 |
Filed as: MERRILL LYNCH Service code 15 · EIN 13-3188017 | Recordkeeping | $0 |
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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.
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 | $0 | $224,072-100.0% | $220,428-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.0%-43.0pp |
| Annual return | -2.15% | 99.74%-101.9pp | 90.61%-92.8pp | 259.17%-261.3pp |
| Employer contribution / active EE | $0 | $35,080-100.0% | $32,730-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,502-100.0% |