Filed April 29, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 11 · EIN 82-3719843 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Actuarial | $57,015 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 2095 LAKESIDE CENTRE · KNOXVILLE, TN 37922 | Accounting | $18,638 |
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Annual investment return 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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 3.21% | 11.26%-8.1pp | 12.68%-9.5pp | 37.74%-34.5pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,609-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |