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| Provider | Service type | Compensation |
|---|---|---|
EVERENCE TRUST COMPANY3+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $1,967 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $455 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,003 | $44,873-66.6% | $79,467-81.1% | $56,289-73.3% |
| Participation rate | 81.1% | 68.7%+12.4pp | 73.3%+7.8pp | 69.9%+11.3pp |
| Annual return | -8.30% | 0.81%-9.1pp | 718.30%-726.6pp | -9.96%+1.7pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $19 | $418-95.4% | $5,104-99.6% | $521-96.3% |