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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEPHEN J RAHM, CPA, AN ACCOUNTANCY Service code 10 · EIN 95-3720474 7205 S PAINTER AVE · WHITTER, CA 90602 | Accounting | $22,750 |
SES ADVISORS, INC.1+ years Service code 15 · EIN 04-3760707 555 CITY AVE., SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping | $19,035 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,793 | $69,977-60.3% | $108,582-74.4% | $62,881-55.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.46% | 10.73%-4.3pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $424 | $5,076-91.6% | $7,645-94.5% | $4,296-90.1% |