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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,268 | $64,705-68.7% | $62,929-67.8% | $67,986-70.2% |
| Participation rate | 99.1% | 65.6%+33.5pp | 73.1%+26.0pp | 57.2%+41.9pp |
| Annual return | 7.33% | 20.31%-13.0pp | 1063.93%-1056.6pp | 31.67%-24.3pp |
| Employer contribution / active EE | $2,283 | $2,376-3.9% | $2,505-8.8% | $2,019+13.1% |
| Participant deferral / active EE | $0 | $3,198-100.0% | $3,888-100.0% | $3,358-100.0% |
| Admin fee / account holder | $16 | $1,428-98.9% | $5,065-99.7% | $3,203-99.5% |