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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.
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 | $20,268 | $65,084-68.9% | $67,681-70.1% | $64,340-68.5% |
| Participation rate | 99.1% | 66.7%+32.4pp | 73.7%+25.4pp | 55.2%+43.9pp |
| Annual return | 7.33% | 20.50%-13.2pp | 590.58%-583.3pp | 24.14%-16.8pp |
| Employer contribution / active EE | $2,283 | $2,398-4.8% | $2,678-14.8% | $1,862+22.6% |
| Participant deferral / active EE | $0 | $3,210-100.0% | $3,976-100.0% | $2,980-100.0% |
| Admin fee / account holder | $16 | $1,415-98.9% | $6,100-99.7% | $3,703-99.6% |