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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,523 | $132,049-86.7% | $200,582-91.3% | $74,304-76.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 5.28% | 22.22%-16.9pp | 42.33%-37.1pp | 29.43%-24.1pp |
| Employer contribution / active EE | $16,676 | $4,558+265.9% | $6,419+159.8% | $2,241+644.1% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $199 | $2,405-91.7% | $16,305-98.8% | $2,969-93.3% |