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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS - BMI Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $1,770 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $710 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,781 | $93,182+67.2% | $146,665+6.2% | $79,386+96.2% |
| Participation rate | 89.0% | 76.4%+12.5pp | 80.1%+8.9pp | 70.7%+18.2pp |
| Annual return | 21.28% | 21.61%-0.3pp | 22.74%-1.5pp | 116.85%-95.6pp |
| Employer contribution / active EE | $67 | $2,420-97.2% | $4,136-98.4% | $2,427-97.3% |
| Participant deferral / active EE | $6,053 | $4,169+45.2% | $5,506+9.9% | $4,046+49.6% |
| Admin fee / account holder | $453 | $585-22.6% | $10,280-95.6% | $626-27.7% |