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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,268 | $67,984-70.2% | $65,493-69.1% | $74,304-72.7% |
| Participation rate | 99.1% | 66.3%+32.8pp | 73.1%+26.0pp | 60.3%+38.8pp |
| Annual return | 7.33% | 19.87%-12.5pp | 982.45%-975.1pp | 29.43%-22.1pp |
| Employer contribution / active EE | $2,283 | $2,491-8.4% | $2,574-11.3% | $2,241+1.9% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $16 | $1,373-98.9% | $5,028-99.7% | $2,969-99.5% |