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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $8,525 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,372 | $81,494-57.8% | $133,978-74.3% | $73,497-53.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -35.31% | 19.40%-54.7pp | 45.10%-80.4pp | 28.51%-63.8pp |
| Employer contribution / active EE | $3,000 | $2,210+35.8% | $3,919-23.4% | $2,270+32.2% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $35 | $713-95.1% | $8,930-99.6% | $513-93.1% |