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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Filed as: CROWE LLP. Service code 10 · EIN 35-0921680 | Accounting | $12,500 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,740 |
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 | $5,170 | $90,600-94.3% | $79,464-93.5% | $135,375-96.2% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -4.21% | 977.43%-981.6pp | 718.14%-722.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $72 | $5,907-98.8% | $5,113-98.6% | $10,827-99.3% |