Filed August 23, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1890850 | Indirect Investment Fees | $57,953 |
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $112,136-100.0% | $95,968-100.0% | $158,988-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | -89.96% | 171.21%-261.2pp | 91.65%-181.6pp | 303.00%-393.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,542-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,137-100.0% | $6,798-100.0% | $11,252-100.0% |