Filed March 9, 2020
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $51,993 |
FORV/S3 years Service code 10 · EIN 44-0160260 | Accounting | $29,715 |
MERCER10+ years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $26,935 |
CLEARBROOK INVESTMENT10+ years Service code 28 · EIN 11-3290218 | Investment Management | $12,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,558 | $129,227+52.1% | $184,256+6.7% | $77,762+152.8% |
| Participation rate | 85.1% | 87.4%-2.3pp | 86.8%-1.7pp | 70.6%+14.5pp |
| Annual return | 16.02% | 33.24%-17.2pp | 28.85%-12.8pp | 31.27%-15.2pp |
| Employer contribution / active EE | $4,056 | $4,412-8.1% | $6,427-36.9% | $2,728+48.7% |
| Participant deferral / active EE | $3,607 | $7,307-50.6% | $9,133-60.5% | $4,651-22.4% |
| Admin fee / account holder | $417 | $256+63.2% | $13,899-97.0% | $433-3.6% |