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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 | $101,653-40.6% | $147,080-58.9% | $74,459-18.9% |
| Participation rate | 97.4% | 75.6%+21.9pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 15.23% | 8754.98%-8739.7pp | 420.17%-404.9pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $2,836 | $3,813-25.6% | $4,933-42.5% | $2,626+8.0% |
| Participant deferral / active EE | $7,100 | $7,304-2.8% | $8,066-12.0% | $4,350+63.2% |
| Admin fee / account holder | $23 | $1,752-98.7% | $12,989-99.8% | $1,945-98.8% |