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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PROGRAM ADMINISTRATION Service code 14 · EIN 13-2501278 | Plan Administrator | $35,040 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 83-2856417 | Legal | $11,205 |
Service code 27 · EIN 95-6055492 | Advisory (Plan) | $10,836 |
Filed as: HENNINGFIELD & ASSOCIATES, INC Service code 10 · EIN 54-2189926 | Accounting | $10,100 |
RAEL & LETSON10+ years Service code 16 · EIN 94-1701048 | Consulting | $6,500 |
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.
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 | $579 | $107,624-99.5% | $76,735-99.2% | $103,975-99.4% |
| Participation rate | 96.5% | 70.3%+26.2pp | 69.5%+27.0pp | 72.5%+24.0pp |
| Annual return | 0.76% | 17.70%-16.9pp | 29.77%-29.0pp | 19.41%-18.7pp |
| Employer contribution / active EE | $259 | $4,589-94.3% | $2,454-89.4% | $3,722-93.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $4,088-100.0% | $5,343-100.0% |
| Admin fee / account holder | $12 | $271-95.7% | $7,189-99.8% | $332-96.5% |