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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 PO BOX 55788 · BOSTON, MA 02205 | Recordkeeping | $40,643 |
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 | $10,521 | $89,093-88.2% | $102,434-89.7% | $77,736-86.5% |
| Participation rate | 94.4% | 80.9%+13.4pp | 76.5%+17.8pp | 70.6%+23.8pp |
| Annual return | 17.59% | 25.03%-7.4pp | 29.46%-11.9pp | 31.26%-13.7pp |
| Employer contribution / active EE | $6,280 | $2,699+132.6% | $3,023+107.7% | $2,728+130.2% |
| Participant deferral / active EE | $2,750 | $5,147-46.6% | $5,055-45.6% | $4,651-40.9% |
| Admin fee / account holder | $52 | $236-77.8% | $9,462-99.4% | $433-87.9% |