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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $17,000 |
PACIFIC SOUTHWEST ADMINISTRATORS5+ years Service code 12 · EIN 46-4942970 | Claims processing; Recordkeeping and ... | $13,200 |
Employer contribution per participant 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 | $2,368 | $51,785-95.4% | $112,270-97.9% | $89,433-97.4% |
| Participation rate | 99.7% | 82.2%+17.6pp | 75.1%+24.7pp | 71.3%+28.5pp |
| Annual return | -1.81% | -11.06%+9.3pp | 27.49%-29.3pp | -11.88%+10.1pp |
| Employer contribution / active EE | $998 | $3,782-73.6% | $3,635-72.5% | $3,021-66.9% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $2 | $102-98.0% | $6,411-100.0% | $79-97.4% |