Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 82-3091545 | Investment Mgmt Fees | $171,823 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN AN ASCENSUS COMPANY Service code 13 · EIN 82-3719843 | Contract Administrator | $29,233 |
HOWARD, MOORE & MCDUFFIE, PC4 years Filed as: HOWARD MOORE & MCDUFFIE PC Service code 10 · EIN 58-1484212 | Accounting | $17,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.