Filed August 1, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BATTLE GROUND ACADEMY4 years Service code 99 · EIN 62-0125920 | Other Fees | $20,178 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $6,762 |
ASCENSUS LLC3 years Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,009 | $65,582+22.0% | $64,101+24.8% | $71,511+11.9% |
| Participation rate | 69.9% | 73.2%-3.3pp | 72.3%-2.5pp | 67.9%+1.9pp |
| Annual return | 16.65% | 18.96%-2.3pp | 33.72%-17.1pp | 28.86%-12.2pp |
| Employer contribution / active EE | $2,216 | $2,671-17.0% | $2,749-19.4% | $2,589-14.4% |
| Participant deferral / active EE | $3,442 | $3,628-5.1% | $3,881-11.3% | $4,291-19.8% |
| Admin fee / account holder | $255 | $616-58.7% | $3,070-91.7% | $1,588-84.0% |