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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 25 P.O. BOX 55788 · BOSTON, MA 02205 | Directed Trustee | $59,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,473 | $46,332-19.1% | $143,799-73.9% | $64,819-42.2% |
| Participation rate | 69.4% | 64.2%+5.2pp | 80.3%-10.9pp | 71.5%-2.1pp |
| Annual return | -14.97% | -10.05%-4.9pp | -0.04%-14.9pp | 32.84%-47.8pp |
| Employer contribution / active EE | $2,666 | $1,911+39.5% | $4,952-46.2% | $2,507+6.4% |
| Participant deferral / active EE | $2,218 | $2,647-16.2% | $5,638-60.7% | $4,311-48.5% |
| Admin fee / account holder | $152 | $154-1.0% | $14,677-99.0% | $188-18.9% |