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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN · CHICAGO, IL 60673 | Other Services | $3,357 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $439 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,024 | $99,078-43.5% | $96,544-42.0% | $74,419-24.7% |
| Participation rate | 19.7% | 80.7%-61.0pp | 76.0%-56.3pp | 70.7%-51.1pp |
| Annual return | 18.01% | 22.48%-4.5pp | 25.84%-7.8pp | 34.38%-16.4pp |
| Employer contribution / active EE | $622 | $2,570-75.8% | $2,965-79.0% | $2,637-76.4% |
| Participant deferral / active EE | $1,252 | $4,933-74.6% | $4,851-74.2% | $4,528-72.3% |
| Admin fee / account holder | $140 | $225-37.7% | $8,252-98.3% | $348-59.7% |