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| Provider | Service type | Compensation |
|---|---|---|
BSI1 year Service code 15 · EIN 27-0187600 9340 W. MARTIN AVE. STE. 100 · LAS VEGAS, NV 89148 | Recordkeeping | $21,912 |
Filed as: ROODA, PIQUET & BESEE, INC. Service code 10 · EIN 33-0252865 3550 VINE ST. STE. 110 · RIVERSIDE, CA 92507 | Accounting | $18,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,829 | $148,534-90.0% | $135,903-89.1% | $139,434-89.4% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 199.30% | 79.19%+120.1pp | 68.23%+131.1pp | 372.94%-173.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,758-100.0% | $6,710-100.0% |
| Admin fee / account holder | $274 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |