Filed May 1, 2024
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 15 PO BOX 734602 · CHICAGO, IL 60673 | Recordkeeping | $5,100 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,131 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,313 | $65,125-32.0% | $143,797-69.2% | $66,949-33.8% |
| Participation rate | 45.6% | 65.2%-19.6pp | 80.3%-34.7pp | 69.8%-24.2pp |
| Annual return | -12.39% | -11.13%-1.3pp | -0.04%-12.3pp | 1.57%-14.0pp |
| Employer contribution / active EE | $1,115 | $2,362-52.8% | $4,952-77.5% | $2,545-56.2% |
| Participant deferral / active EE | $2,189 | $2,920-25.1% | $5,638-61.2% | $4,239-48.4% |
| Admin fee / account holder | $354 | $503-29.6% | $14,679-97.6% | $594-40.4% |