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| Provider | Service type | Compensation |
|---|---|---|
WY ASSOCIATES1 year Service code 13 · EIN 94-3076724 | Contract Administrator | $13,500 |
Service code 10 · EIN 77-0061486 | Accounting | $11,625 |
PUN GROUP1 year Service code 10 · EIN 46-4016990 | Accounting | $8,000 |
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 | $35,862 | $56,423-36.4% | $77,183-53.5% | $71,495-49.8% |
| Participation rate | 99.1% | 64.3%+34.8pp | 69.6%+29.6pp | 67.9%+31.2pp |
| Annual return | 17.24% | 19.05%-1.8pp | 37.89%-20.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,534-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,291-100.0% |
| Admin fee / account holder | $212 | $1,429-85.1% | $5,475-96.1% | $1,588-86.6% |