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| Provider | Service type | Compensation |
|---|---|---|
THE ASCENT GROUP, LLC3 years Service code 99 · EIN 86-3001816 | Other Fees | $50,100 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $9,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,554 | $88,360+19.5% | $145,433-27.4% | $67,986+55.3% |
| Participation rate | 97.0% | 65.5%+31.6pp | 82.1%+14.9pp | 57.2%+39.8pp |
| Annual return | 19.31% | 63.15%-43.8pp | 66.58%-47.3pp | 31.67%-12.4pp |
| Employer contribution / active EE | $1,538 | $3,054-49.6% | $4,554-66.2% | $2,019-23.8% |
| Participant deferral / active EE | $12,864 | $5,932+116.9% | $7,897+62.9% | $3,358+283.1% |
| Admin fee / account holder | $431 | $3,313-87.0% | $13,129-96.7% | $3,203-86.5% |