Filed November 3, 2015
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $22,242 |
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.
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 | $17,315 | $52,626-67.1% | $98,442-82.4% | $93,030-81.4% |
| Participation rate | 25.4% | 65.3%-39.9pp | 73.3%-47.9pp | 73.9%-48.5pp |
| Annual return | 24.76% | 16.95%+7.8pp | 1492.73%-1468.0pp | 158.70%-133.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,960-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $789 | $2,907-72.9% | $4,276-81.5% | $4,562-82.7% |
| Admin fee / account holder | $76 | $102-25.5% | $5,949-98.7% | $152-49.8% |