Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $23,509 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 | Other Services | $5,786 |
ASCENSUS LLC2 years 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,125 | $45,343+112.0% | $150,298-36.0% | $67,986+41.4% |
| Participation rate | 57.7% | 51.9%+5.9pp | 77.8%-20.0pp | 57.2%+0.5pp |
| Annual return | 14.94% | 33.28%-18.3pp | 62.79%-47.8pp | 31.67%-16.7pp |
| Employer contribution / active EE | $1,045 | $1,462-28.5% | $4,154-74.8% | $2,019-48.2% |
| Participant deferral / active EE | $4,879 | $2,055+137.5% | $5,453-10.5% | $3,358+45.3% |
| Admin fee / account holder | $23 | $2,250-99.0% | $14,116-99.8% | $3,203-99.3% |