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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $16,500 |
PACIFIC SOUTHWEST ADMINISTRATORS4+ years Service code 12 · EIN 46-4942970 | Claims processing; Direct payment fro... | $13,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,956 | $65,673-97.0% | $109,191-98.2% | $106,520-98.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | -0.75% | 15.69%-16.4pp | 25.76%-26.5pp | 19.28%-20.0pp |
| Employer contribution / active EE | $937 | $4,042-76.8% | $3,723-74.8% | $2,840-67.0% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $4 | $107-95.9% | $6,756-99.9% | $75-94.1% |