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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 | $93,345-88.2% | $119,126-90.7% | $87,485-87.4% |
| Participation rate | 40.7% | 68.7%-28.1pp | 75.8%-35.1pp | 68.9%-28.3pp |
| Annual return | 2.61% | 19.08%-16.5pp | 282.11%-279.5pp | 26.06%-23.5pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $174 | $8,039-97.8% | $10,693-98.4% | $7,775-97.8% |