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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $5,696 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,840 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,016 | $46,332-61.1% | $143,799-87.5% | $64,819-72.2% |
| Participation rate | 93.9% | 64.2%+29.7pp | 80.3%+13.6pp | 71.5%+22.4pp |
| Annual return | -15.35% | -10.05%-5.3pp | -0.04%-15.3pp | 32.84%-48.2pp |
| Employer contribution / active EE | $1,531 | $1,911-19.9% | $4,952-69.1% | $2,507-38.9% |
| Participant deferral / active EE | $1,772 | $2,647-33.1% | $5,638-68.6% | $4,311-58.9% |
| Admin fee / account holder | $21 | $154-86.1% | $14,677-99.9% | $188-88.6% |