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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,025 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,400 | $65,582-73.5% | $64,101-72.9% | $71,511-75.7% |
| Participation rate | 98.6% | 73.2%+25.4pp | 72.3%+26.3pp | 67.9%+30.7pp |
| Annual return | 8.23% | 18.96%-10.7pp | 33.72%-25.5pp | 28.86%-20.6pp |
| Employer contribution / active EE | $2,229 | $2,671-16.5% | $2,749-18.9% | $2,589-13.9% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $11 | $616-98.3% | $3,070-99.7% | $1,588-99.3% |