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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $6,688 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,377 | $101,591-40.6% | $147,096-59.0% | $74,429-18.9% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 15.23% | 8746.45%-8731.2pp | 419.75%-404.5pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $2,836 | $3,813-25.6% | $4,936-42.5% | $2,625+8.0% |
| Participant deferral / active EE | $7,100 | $7,302-2.8% | $8,071-12.0% | $4,348+63.3% |
| Admin fee / account holder | $23 | $1,750-98.7% | $13,005-99.8% | $1,944-98.8% |