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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $49,795 |
Service code 22 · EIN 52-1473914 | Insurance Broker | $18,879 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $10,132 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,034 | $84,936-71.7% | $111,308-78.4% | $79,391-69.7% |
| Participation rate | 89.3% | 75.9%+13.4pp | 77.3%+12.0pp | 70.7%+18.6pp |
| Annual return | 8.71% | 17.45%-8.7pp | 54.67%-46.0pp | 116.88%-108.2pp |
| Employer contribution / active EE | $815 | $1,979-58.8% | $2,732-70.2% | $2,428-66.4% |
| Participant deferral / active EE | $3,594 | $3,888-7.6% | $4,487-19.9% | $4,046-11.2% |
| Admin fee / account holder | $365 | $537-32.0% | $7,965-95.4% | $627-41.7% |