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| Provider | Service type | Compensation |
|---|---|---|
ASSET STRATEGY CONSULTANTS2 years Filed as: ASSET STRATEGY ADVISORS LLC Service code 99 · EIN 26-0352654 | Other Fees | $21,944 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $6,991 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,325 | $84,493-49.9% | $125,381-66.2% | $66,938-36.8% |
| Participation rate | 95.8% | 76.4%+19.4pp | 82.4%+13.4pp | 69.8%+26.0pp |
| Annual return | -19.31% | -8.49%-10.8pp | 572.31%-591.6pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,777 | $3,554-50.0% | $4,815-63.1% | $2,545-30.2% |
| Participant deferral / active EE | $11,269 | $6,783+66.1% | $7,448+51.3% | $4,238+165.9% |
| Admin fee / account holder | $207 | $685-69.8% | $10,007-97.9% | $594-65.2% |