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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $45,479 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $10,791 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $4,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,345 | $93,182+59.2% | $146,647+1.2% | $79,389+86.9% |
| Participation rate | 62.8% | 76.4%-13.6pp | 80.1%-17.2pp | 70.7%-7.9pp |
| Annual return | 14.14% | 21.61%-7.5pp | 22.75%-8.6pp | 116.89%-102.8pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,252 | $4,169+2.0% | $5,506-22.8% | $4,046+5.1% |
| Admin fee / account holder | $416 | $585-28.9% | $10,281-96.0% | $626-33.6% |