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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-3089465 | Contract Administrator | $95,773 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $12,700 |
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 | Actuarial | $7,065 |
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 | $115,878-100.0% | $98,614-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 8.8%-8.8pp | 46.4%-46.4pp |
| Annual return | 18.84% | -2.11%+21.0pp | -0.41%+19.3pp | -82.66%+101.5pp |
| Employer contribution / active EE | $0 | $24,662-100.0% | $15,396-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,511-100.0% | $2,970-100.0% | $11,204-100.0% |