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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: MEANS & ASSOCIATES Service code 17 · EIN 81-3396218 | Pension Consulting | $55,071 |
Filed as: CARNE, LAZARUS & GOLDBARG, LLP Service code 10 · EIN 33-0784506 | Accounting | $10,925 |
RICHARD PROCHAZKA3+ years Service code 29 · EIN 95-3722191 | Legal | $8,525 |
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 | $13,589 | $104,116-86.9% | $71,089-80.9% | $135,380-90.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | 7.17% | 1256.51%-1249.3pp | 650.65%-643.5pp | 519.81%-512.6pp |
| Employer contribution / active EE | $2,801 | $1,485+88.6% | $1,088+157.5% | $4,779-41.4% |
| Participant deferral / active EE | $821 | $2,524-67.5% | $1,873-56.2% | $5,609-85.4% |
| Admin fee / account holder | $203 | $4,142-95.1% | $3,082-93.4% | $10,828-98.1% |