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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS, LLC Service code 49 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401 | Other Services | $0 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $0 |
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 | $6,539 | $61,356-89.3% | $149,696-95.6% | $71,511-90.9% |
| Participation rate | 76.5% | 62.5%+13.9pp | 78.8%-2.3pp | 67.9%+8.5pp |
| Annual return | 16.56% | 35.86%-19.3pp | 134.46%-117.9pp | 28.86%-12.3pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $21 | $1,263-98.3% | $13,212-99.8% | $1,588-98.7% |