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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN (ASCENSUS) Service code 99 200 DRYDEN RD · DRESHER, PA 19025 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,689 | $181,062-99.1% | $158,223-98.9% | $155,188-98.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 8.42% | 57.39%-49.0pp | 52.09%-43.7pp | 148.84%-140.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $38 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |