Filed October 7, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $88,019 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $39,985 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,440 | $91,517+159.4% | $101,264+134.5% | $73,412+223.4% |
| Participation rate | 13.0% | 73.8%-60.8pp | 75.8%-62.8pp | 72.2%-59.2pp |
| Annual return | 10.82% | 17.17%-6.4pp | 46.48%-35.7pp | 59.30%-48.5pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,836 | $3,338+44.8% | $4,370+10.6% | $3,806+27.1% |
| Admin fee / account holder | $479 | $216+121.8% | $5,947-91.9% | $158+203.2% |