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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP2+ years Filed as: CROWE, HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $12,500 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,200 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,017 | $90,503-94.5% | $78,689-93.6% | $273,961-98.2% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | -0.05% | 75.60%-75.7pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $68 | $5,263-98.7% | $4,510-98.5% | $10,132-99.3% |