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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 15 1102 CHESTNUT HILLS PKWY, STE 100 · FORT WAYNE, IN 46814 | Recordkeeping | $32,884 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 60 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,683 | $52,293+207.3% | $178,503-10.0% | $73,412+118.9% |
| Participation rate | 94.4% | 65.3%+29.0pp | 81.9%+12.4pp | 72.2%+22.2pp |
| Annual return | 16.44% | 34.75%-18.3pp | 151.12%-134.7pp | 59.30%-42.9pp |
| Employer contribution / active EE | $6,520 | $1,736+275.5% | $5,011+30.1% | $2,234+191.9% |
| Participant deferral / active EE | $4,804 | $2,333+105.9% | $5,202-7.7% | $3,806+26.2% |
| Admin fee / account holder | $100 | $127-21.2% | $13,987-99.3% | $158-36.4% |