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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS-BPC Service code 17 PO BOX 7500 · CHAMPAIGN, IL 61826 | Pension Consulting | $825 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,593 | $69,515-20.0% | $86,868-36.0% | $85,856-35.2% |
| Participation rate | 75.3% | 66.3%+8.9pp | 71.6%+3.6pp | 69.3%+5.9pp |
| Annual return | 11.06% | 20.12%-9.1pp | 63.53%-52.5pp | 318.58%-307.5pp |
| Employer contribution / active EE | $1,555 | $1,880-17.3% | $2,496-37.7% | $2,565-39.4% |
| Participant deferral / active EE | $2,333 | $2,919-20.1% | $3,699-36.9% | $3,952-41.0% |
| Admin fee / account holder | $560 | $5,972-90.6% | $5,829-90.4% | $6,261-91.1% |