Filed July 3, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $11,988 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,238 | $106,230-76.2% | $147,080-82.8% | $77,736-67.5% |
| Participation rate | 80.4% | 78.4%+2.0pp | 82.2%-1.8pp | 70.6%+9.8pp |
| Annual return | 12.94% | 56.91%-44.0pp | 420.17%-407.2pp | 31.26%-18.3pp |
| Employer contribution / active EE | $1,343 | $4,072-67.0% | $4,933-72.8% | $2,728-50.7% |
| Participant deferral / active EE | $4,199 | $8,001-47.5% | $8,066-47.9% | $4,651-9.7% |
| Admin fee / account holder | $49 | $338-85.6% | $12,989-99.6% | $433-88.7% |