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| Provider | Service type | Compensation |
|---|---|---|
SUTTON FROST CARY LLP1 year Service code 10 · EIN 75-2593210 | Accounting | $15,000 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,185 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,335 | $92,743-95.3% | $82,744-94.8% | $134,532-96.8% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -17.03% | 946.63%-963.7pp | 702.22%-719.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $133 | $5,977-97.8% | $5,325-97.5% | $11,429-98.8% |