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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $94,601 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $50,131 |
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 | $14,492 | $53,901-73.1% | $134,162-89.2% | $73,493-80.3% |
| Participation rate | 72.9% | 62.8%+10.1pp | 72.2%+0.7pp | 70.7%+2.2pp |
| Annual return | 13.45% | 15.82%-2.4pp | 36.35%-22.9pp | 28.51%-15.1pp |
| Employer contribution / active EE | $697 | $1,458-52.2% | $3,705-81.2% | $2,270-69.3% |
| Participant deferral / active EE | $2,442 | $2,739-10.8% | $3,500-30.2% | $3,740-34.7% |
| Admin fee / account holder | $111 | $581-80.9% | $6,685-98.3% | $513-78.4% |