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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $84,532 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $53,647 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,841 | $45,602-69.6% | $117,533-88.2% | $66,938-79.3% |
| Participation rate | 60.3% | 57.6%+2.6pp | 70.6%-10.3pp | 69.8%-9.6pp |
| Annual return | -17.14% | -16.74%-0.4pp | 29.77%-46.9pp | 1.58%-18.7pp |
| Employer contribution / active EE | $702 | $1,579-55.5% | $4,179-83.2% | $2,545-72.4% |
| Participant deferral / active EE | $2,641 | $2,845-7.2% | $4,072-35.2% | $4,238-37.7% |
| Admin fee / account holder | $117 | $661-82.4% | $5,647-97.9% | $594-80.4% |