Filed August 1, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BATTLE GROUND ACADEMY2 years Service code 99 · EIN 62-0125920 | Other Fees | $25,793 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $5,831 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,392 | $74,706+21.0% | $75,714+19.4% | $79,391+13.9% |
| Participation rate | 71.2% | 75.3%-4.1pp | 74.8%-3.6pp | 70.7%+0.5pp |
| Annual return | 15.56% | 18.52%-3.0pp | 104.62%-89.1pp | 116.88%-101.3pp |
| Employer contribution / active EE | $2,087 | $2,590-19.4% | $2,744-23.9% | $2,428-14.0% |
| Participant deferral / active EE | $3,137 | $3,533-11.2% | $3,820-17.9% | $4,046-22.5% |
| Admin fee / account holder | $277 | $374-26.0% | $3,619-92.3% | $627-55.7% |