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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $151,734 |
BENEFIT PLAN ADMINISTRATORS10+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 10 · EIN 88-0277518 | Accounting | $117,798 |
BERRY & CO., CPA'S LTD2 years Service code 10 · EIN 88-0400174 | Accounting | $23,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $21,344 |
MARINER LLC1 year Filed as: MARINER INSTITUIONAL, LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $15,000 |
Filed as: NEYHART ANDERSON FLYNN & GRISBOLL Service code 29 · EIN 94-2576729 645 RYAN TERRACE · SAN RAMON, CA 94583 | Legal | $11,804 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,523 | $117,746-85.1% | $256,809-93.2% | $69,733-74.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 88.5%+11.5pp | 62.5%+37.5pp |
| Annual return | 5.28% | 18.13%-12.8pp | 32.73%-27.4pp | 15.22%-9.9pp |
| Employer contribution / active EE | $16,676 | $4,123+304.5% | $7,263+129.6% | $2,250+641.0% |
| Participant deferral / active EE | $0 | $5,632-100.0% | $9,520-100.0% | $3,054-100.0% |
| Admin fee / account holder | $199 | $4,334-95.4% | $25,146-99.2% | $3,102-93.6% |