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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $48,666 |
Service code 22 · EIN 52-1473914 | Insurance Broker | $17,485 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $16,852 |
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.)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,155 | $76,050-69.6% | $96,544-76.0% | $71,457-67.6% |
| Participation rate | 85.5% | 74.4%+11.1pp | 76.0%+9.5pp | 67.9%+17.6pp |
| Annual return | 13.18% | 22.81%-9.6pp | 25.84%-12.7pp | 28.85%-15.7pp |
| Employer contribution / active EE | $725 | $2,244-67.7% | $2,965-75.6% | $2,588-72.0% |
| Participant deferral / active EE | $2,926 | $4,215-30.6% | $4,851-39.7% | $4,289-31.8% |
| Admin fee / account holder | $397 | $2,707-85.3% | $8,252-95.2% | $1,587-75.0% |