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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 12 · EIN 82-3719843 | Participant loan processing; Contract... | $13,700 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $7,774 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,973 | $130,052+9.2% | $86,717+63.7% | $77,906+82.2% |
| Participation rate | 85.5% | 85.9%-0.4pp | 76.6%+9.0pp | 73.7%+11.9pp |
| Annual return | -18.60% | -12.73%-5.9pp | 35.97%-54.6pp | 12.16%-30.8pp |
| Employer contribution / active EE | $2,337 | $3,214-27.3% | $2,837-17.6% | $2,846-17.9% |
| Participant deferral / active EE | $8,528 | $5,741+48.6% | $4,657+83.1% | $4,805+77.5% |
| Admin fee / account holder | $58 | $132-55.8% | $7,494-99.2% | $133-56.0% |