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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $17,745 |
SILVERSTONE GROUP7+ years Service code 11 · EIN 47-0813106 | Actuarial | $16,100 |
US BANK7+ years Filed as: US BANK NATIONAL ASSOC Service code 60 · EIN 31-0841368 | Sub-TA Fees | $10,609 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $82,186-100.0% | $38,981-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.6%-3.6pp |
| Annual return | 14.00% | 14.66%-0.7pp | 11.38%+2.6pp | 11.84%+2.2pp |
| Employer contribution / active EE | $0 | $10,832-100.0% | $18,467-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $71-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $786-100.0% | $409-100.0% |