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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM C. EARHART CO., INC.4 years Filed as: WILLIAM C EARHART CO., INC Service code 13 · EIN 93-0509592 | Contract Administrator | $6,436 |
LINDQUIST LLP2 years Service code 10 · EIN 52-2385296 | Accounting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
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 | $8,038 | $76,371-89.5% | $93,621-91.4% | $72,975-89.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | -0.13% | 25.82%-25.9pp | 32.76%-32.9pp | 81.01%-81.1pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $312 | $6,839-95.4% | $7,890-96.0% | $5,124-93.9% |