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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-3089465 | Contract Administrator | $96,338 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $12,828 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 2400 E. KATELLA AVENUE, SUITE 660 · ANAHEIM, CA 92816 | Actuarial | $10,553 |
BEESON, TAYER & BODINE1+ years Service code 29 · EIN 94-2148509 | Legal | $8,221 |
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 | $21,888-100.0% | $19,623-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 12.5%-12.5pp | 48.7%-48.7pp |
| Annual return | 117.23% | -3.35%+120.6pp | -0.97%+118.2pp | -2.16%+119.4pp |
| Employer contribution / active EE | $0 | $38,959-100.0% | $22,441-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $183-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $2,730-100.0% | $12,572-100.0% |