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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $29,883 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF SAN DIEGO, LLP Service code 10 · EIN 81-3391684 | Accounting | $13,000 |
RICHARD PROCHAZKA7+ years Service code 29 · EIN 95-3722191 | Legal | $8,940 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $10,828 | $27,632-60.8% | $61,452-82.4% | $68,486-84.2% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -17.81% | -13.24%-4.6pp | 338.96%-356.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,692 | $696+143.1% | $1,160+45.9% | $2,597-34.9% |
| Participant deferral / active EE | $727 | $1,264-42.4% | $2,125-65.8% | $4,028-81.9% |
| Admin fee / account holder | $169 | $2,010-91.6% | $2,131-92.1% | $5,404-96.9% |