Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $20,852 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 | Other Services | $5,568 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,108 | $55,470+58.8% | $155,556-43.4% | $74,478+18.3% |
| Participation rate | 56.5% | 61.9%-5.4pp | 78.2%-21.7pp | 67.2%-10.7pp |
| Annual return | 13.15% | 269.80%-256.7pp | 64.84%-51.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $1,143 | $2,267-49.6% | $4,675-75.5% | $2,626-56.5% |
| Participant deferral / active EE | $4,370 | $2,838+54.0% | $5,631-22.4% | $4,350+0.5% |
| Admin fee / account holder | $20 | $1,744-98.8% | $15,885-99.9% | $1,946-99.0% |