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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS, LLC Service code 49 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401 | Other Services | $1,364 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,388 | $55,470-86.7% | $155,556-95.3% | $74,478-90.1% |
| Participation rate | 64.7% | 61.9%+2.8pp | 78.2%-13.5pp | 67.2%-2.5pp |
| Annual return | 12.83% | 269.80%-257.0pp | 64.84%-52.0pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $12 | $1,744-99.3% | $15,885-99.9% | $1,946-99.4% |