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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $138,287 |
BENEFIT PLAN ADMINISTRATORS9+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 10 · EIN 88-0277518 | Accounting | $123,245 |
BERRY & CO., CPA'S LTD1 year Service code 10 · EIN 88-0400174 | Accounting | $23,000 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $15,000 |
JENKINS LAW FIRM8 years Service code 29 · EIN 88-0271101 | Legal | $14,983 |
Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $6,929 |
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 | $17,254 | $122,239-85.9% | $184,203-90.6% | $74,495-76.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.43% | 19.95%-6.5pp | 28.81%-15.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $14,135 | $4,537+211.5% | $6,427+119.9% | $2,623+438.9% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $201 | $1,260-84.0% | $13,901-98.6% | $1,942-89.6% |