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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,523 | $69,774-72.0% | $67,561-71.1% | $74,429-73.8% |
| Participation rate | 99.1% | 71.4%+27.7pp | 72.9%+26.2pp | 67.2%+31.9pp |
| Annual return | 10.45% | -40.53%+51.0pp | 3525.44%-3515.0pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $2,160 | $2,710-20.3% | $2,735-21.0% | $2,625-17.7% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,348-100.0% |
| Admin fee / account holder | $11 | $890-98.7% | $4,006-99.7% | $1,944-99.4% |