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| Provider | Service type | Compensation |
|---|---|---|
CREDIT SUISSE1+ years Filed as: CREDIT SUISSE SECURITIES (USA) LLC Service code 27 · EIN 13-1898818 | Advisory (Plan) | $128,328 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $127,391 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $62,645 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $41,300 |
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,467 | $138,622-84.5% | $96,302-77.7% | $222,458-90.3% |
| Participation rate | 100.0% | 28.6%+71.4pp | 8.8%+91.2pp | 48.7%+51.3pp |
| Annual return | -2.89% | -6.67%+3.8pp | -2.90%0pp | -2.16%-0.7pp |
| Employer contribution / active EE | $157,503 | $50,664+210.9% | $27,990+462.7% | $42,949+266.7% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $501 | $677-26.0% | $519-3.4% | $12,572-96.0% |