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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 84-3937993 | Investment Management | $152,466 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $18,000 |
PACIFIC SOUTHWEST ADMINISTRATORS6+ years Service code 12 · EIN 46-4942970 | Copying and duplicating; Contract Adm... | $13,200 |
REICH, ADELL & CVITAN1 year Filed as: REICH, ADELL, & CVITAN Service code 29 · EIN 95-3082677 | Legal | $10,555 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,467 | $55,730-93.8% | $96,683-96.4% | $96,393-96.4% |
| Participation rate | 99.4% | 82.8%+16.6pp | 74.3%+25.1pp | 71.3%+28.1pp |
| Annual return | 5.85% | 12.78%-6.9pp | 35.69%-29.8pp | 22.88%-17.0pp |
| Employer contribution / active EE | $1,297 | $4,014-67.7% | $3,737-65.3% | $3,238-59.9% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,878-100.0% | $5,455-100.0% |
| Admin fee / account holder | $5 | $105-95.4% | $6,730-99.9% | $74-93.4% |