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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HENNINGFIELD & ASSOCIATES, INC Service code 10 · EIN 54-2189926 | Accounting | $12,673 |
Filed as: BENEFIT PROGRAM ADMINISTRATION Service code 14 · EIN 13-2501278 | Plan Administrator | $12,302 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 83-2856417 | Legal | $11,095 |
Service code 27 · EIN 95-6055492 | Advisory (Plan) | $10,967 |
RAEL & LETSON6+ years Service code 16 · EIN 94-1701048 | 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 | $586 | $78,339-99.3% | $85,709-99.3% | $93,010-99.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 69.9%+30.1pp | 73.9%+26.1pp |
| Annual return | -1.17% | 21.17%-22.3pp | 21.49%-22.7pp | 158.70%-159.9pp |
| Employer contribution / active EE | $57 | $2,560-97.8% | $2,619-97.8% | $2,705-97.9% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,924-100.0% | $4,561-100.0% |
| Admin fee / account holder | $9 | $104-91.2% | $6,876-99.9% | $152-94.0% |