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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 | $101,591-74.9% | $147,096-82.7% | $74,429-65.7% |
| Participation rate | 65.9% | 75.5%-9.7pp | 82.2%-16.3pp | 67.2%-1.3pp |
| Annual return | 19.68% | 8746.45%-8726.8pp | 419.75%-400.1pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $1,445 | $3,813-62.1% | $4,936-70.7% | $2,625-45.0% |
| Participant deferral / active EE | $3,090 | $7,302-57.7% | $8,071-61.7% | $4,348-28.9% |
| Admin fee / account holder | $69 | $1,750-96.1% | $13,005-99.5% | $1,944-96.5% |