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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: MEANS & ASSOCIATES Service code 17 · EIN 81-3396218 | Pension Consulting | $31,966 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $16,000 |
RICHARD PROCHAZKA4+ years Service code 29 · EIN 95-3722191 | Legal | $9,560 |
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 | $15,009 | $108,701-86.2% | $74,723-79.9% | $152,909-90.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 3.65% | 114.12%-110.5pp | 753.18%-749.5pp | 345.46%-341.8pp |
| Employer contribution / active EE | $2,638 | $1,504+75.4% | $1,084+143.3% | $4,764-44.6% |
| Participant deferral / active EE | $729 | $2,709-73.1% | $1,962-62.8% | $5,851-87.5% |
| Admin fee / account holder | $190 | $4,906-96.1% | $3,335-94.3% | $11,601-98.4% |