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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $21,452 |
NATIONAL ASSOCIATES, INC.2+ years Service code 15 · EIN 34-0677453 20325 CENTER RIDGE ROAD · CLEVELAND, OH 44116 | Recordkeeping | $3,200 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $13,249 | $36,916-64.1% | $156,551-91.5% | $57,658-77.0% |
| Participation rate | 90.1% | 63.4%+26.7pp | 84.0%+6.1pp | 70.2%+19.9pp |
| Annual return | 22.94% | 12.38%+10.6pp | 32.23%-9.3pp | 5.13%+17.8pp |
| Employer contribution / active EE | $1,187 | $1,571-24.4% | $5,501-78.4% | $1,974-39.8% |
| Participant deferral / active EE | $1,174 | $1,926-39.0% | $4,871-75.9% | $3,061-61.6% |
| Admin fee / account holder | $6 | $82-93.3% | $13,028-100.0% | $95-94.1% |