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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PROGRAM ADMINISTRATION Service code 13 · EIN 13-2501278 | Contract Administrator | $84,087 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 95-2699554 | Legal | $64,722 |
Service code 27 · EIN 95-6055492 | Advisory (Plan) | $9,895 |
Filed as: HENNINGFIELD & ASSOCIATES, INC Service code 10 · EIN 54-2189926 | Accounting | $9,730 |
RAEL & LETSON3+ years Service code 17 · EIN 94-1701048 | Pension Consulting | $5,000 |
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 | $477 | $57,606-99.2% | $67,313-99.3% | $75,289-99.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 69.1%+30.9pp | 72.4%+27.6pp |
| Annual return | -13.74% | -0.47%-13.3pp | -4.08%-9.7pp | -0.04%-13.7pp |
| Employer contribution / active EE | $151 | $2,206-93.1% | $2,566-94.1% | $2,405-93.7% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $21 | $83-74.2% | $4,507-99.5% | $102-79.1% |