Filed April 29, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP6 years Service code 10 · EIN 35-0921680 2095 LAKESIDE CENTRE · KNOXVILLE, TN 37922 | Accounting | $16,000 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 11 · EIN 82-3719843 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Actuarial | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -0.47% | 38.53%-39.0pp | -3.21%+2.7pp | 2.77%-3.2pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |