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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $134,309 |
BENEFIT PLAN ADMINISTRATORS8+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 10 · EIN 88-0277518 | Accounting | $106,459 |
JENKINS LAW FIRM7 years Service code 29 · EIN 88-0271101 | Legal | $38,326 |
EIDE BAILLY LLP8+ years Service code 10 · EIN 45-0250958 | Accounting | $18,400 |
US BANK1 year Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $16,869 |
ANDCO CONSULTING6 years Service code 17 · EIN 59-3676225 | Pension Consulting | $16,500 |
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 | $15,730 | $130,294-87.9% | $170,057-90.8% | $71,529-78.0% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | -2.52% | 20.36%-22.9pp | 53.42%-55.9pp | 28.97%-31.5pp |
| Employer contribution / active EE | $10,299 | $4,385+134.9% | $6,790+51.7% | $2,590+297.7% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $222 | $966-77.1% | $12,826-98.3% | $1,588-86.1% |