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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $149,674 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $118,684 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $100,403 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,037 | $50,919-37.1% | $155,556-79.4% | $77,762-58.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.37% | 34.84%-21.5pp | 64.84%-51.5pp | 31.27%-17.9pp |
| Employer contribution / active EE | $3,324 | $1,991+66.9% | $4,675-28.9% | $2,728+21.8% |
| Participant deferral / active EE | $8,108 | $2,824+187.1% | $5,631+44.0% | $4,651+74.3% |
| Admin fee / account holder | $183 | $437-58.1% | $15,885-98.8% | $433-57.7% |