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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,249 |
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 | $19,523 | $69,763-72.0% | $67,502-71.1% | $74,495-73.8% |
| Participation rate | 99.1% | 71.4%+27.8pp | 72.9%+26.2pp | 67.2%+31.9pp |
| Annual return | 10.45% | -40.34%+50.8pp | 3512.12%-3501.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $2,160 | $2,704-20.1% | $2,731-20.9% | $2,623-17.6% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $11 | $896-98.7% | $3,998-99.7% | $1,942-99.4% |