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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: FURUREPLAN BY ASENSUS Service code 13 · EIN 25-1759623 P.O. BOX 219900 · KANSAS CITY, MO 64121 | Contract Administrator | $18,203 |
PAULSEN, MEGAARD & CO.P.S.9 years Service code 10 22232 17TH AVE. SE, SUITE 310 · BOTHELL, WA 98021 | Accounting | $11,594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,048 | $88,672-87.5% | $105,223-89.5% | $82,448-86.6% |
| Participation rate | 40.7% | 67.9%-27.2pp | 75.0%-34.4pp | 68.1%-27.4pp |
| Annual return | 2.61% | 30.86%-28.2pp | 180.65%-178.0pp | 41.64%-39.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $174 | $7,146-97.6% | $8,859-98.0% | $7,234-97.6% |