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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $25,559 |
BANKERS TRUST COMPANY2 years Filed as: TI-TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $14,750 |
COMSTOCK ADVISORS2 years Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.) | $2,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $127,065-100.0% | $113,168-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | -0.53% | 24.03%-24.6pp | 24.27%-24.8pp | 217.08%-217.6pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |