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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 11 · EIN 82-3719843 | Actuarial | $46,519 |
Filed as: CLEAR INVESTMENT REASEARCH, LLC Service code 27 · EIN 46-3868027 | Advisory (Plan) | $15,973 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $282,865-100.0% | $331,632-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 12.4%-12.4pp |
| Annual return | 18.32% | 9.54%+8.8pp | 10.60%+7.7pp | 9.89%+8.4pp |
| Employer contribution / active EE | $0 | $20,687-100.0% | $43,831-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $195-100.0% | $166-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $25,063-100.0% | $9,084-100.0% |