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| Provider | Service type | Compensation |
|---|---|---|
HEALTH SERVICES & BENEFIT ADMINISTR10+ years Service code 12 · EIN 94-3089465 | Recordkeeping and information managem... | $95,747 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $14,858 |
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 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 450.75% | 7.69%+443.1pp | 8.92%+441.8pp | 13.05%+437.7pp |
| Employer contribution / active EE | $0 | $38,144-100.0% | $24,457-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |