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| Provider | Service type | Compensation |
|---|---|---|
NICHOLAS L. SAAKVITNE2 years Service code 12 · EIN 95-4096489 | Plan Administrator; Claims processing | $240,000 |
WILLIAM J. GRIMM3 years Filed as: WILLIAM GRIMM Service code 20 · EIN 45-4049785 | Trustee (individual) | $3,850 |
RAEL & LETSON2 years Service code 11 · EIN 94-1701048 | Actuarial | $3,290 |
KKAJ1 year Service code 10 · EIN 46-3462919 | Accounting | $2,030 |
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 | $360,335-100.0% | $148,425-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | - |
| Annual return | 346.04% | 25.06%+321.0pp | 38.14%+307.9pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $34,245-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $185-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $10,234-100.0% | - |