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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PROGRAM ADMINISTRATION Service code 14 · EIN 13-2501278 | Plan Administrator | $23,925 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 83-2856417 | Legal | $15,030 |
Filed as: HENNINGFIELD & ASSOCIATES, INC Service code 10 · EIN 54-2189926 | Accounting | $14,011 |
Service code 27 · EIN 95-6055492 | Advisory (Plan) | $10,681 |
RAEL & LETSON7+ years Service code 16 · EIN 94-1701048 | Consulting | $5,000 |
Employer contribution per participant 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 | $554 | $63,321-99.1% | $68,803-99.2% | $77,906-99.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 69.0%+31.0pp | 73.7%+26.3pp |
| Annual return | -5.89% | -6.50%+0.6pp | -6.37%+0.5pp | 12.16%-18.0pp |
| Employer contribution / active EE | $128 | $2,794-95.4% | $2,656-95.2% | $2,846-95.5% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,942-100.0% | $4,805-100.0% |
| Admin fee / account holder | $11 | $104-89.0% | $4,936-99.8% | $133-91.3% |