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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $13,093 |
Service code 99 · EIN 47-1411118 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Other Fees | $12,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,505 | $101,653-74.9% | $147,080-82.7% | $74,459-65.7% |
| Participation rate | 65.9% | 75.6%-9.7pp | 82.2%-16.3pp | 67.2%-1.4pp |
| Annual return | 19.68% | 8754.98%-8735.3pp | 420.17%-400.5pp | 1369.70%-1350.0pp |
| Employer contribution / active EE | $1,445 | $3,813-62.1% | $4,933-70.7% | $2,626-45.0% |
| Participant deferral / active EE | $3,090 | $7,304-57.7% | $8,066-61.7% | $4,350-29.0% |
| Admin fee / account holder | $69 | $1,752-96.1% | $12,989-99.5% | $1,945-96.5% |