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| Provider | Service type | Compensation |
|---|---|---|
NICHOLAS L. SAAKVITNE1+ years Filed as: NICHOLAS L. SAAKVITNE, A LAW CORP. Service code 12 · EIN 95-4096489 | Claims processing | $264,000 |
KKAJ1+ years Filed as: KKAJ, LLC Service code 10 · EIN 46-3462919 | Accounting | $15,000 |
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 | $205,401-100.0% | $205,401-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 17.6%-17.6pp | 48.7%-48.7pp |
| Annual return | 357.53% | 0.38%+357.2pp | 0.02%+357.5pp | -2.16%+359.7pp |
| Employer contribution / active EE | $0 | $53,060-100.0% | $45,513-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $119-100.0% | $109-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $4,705-100.0% | $12,572-100.0% |