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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 91-0852058 | Other Fees | $17,124 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
DA DAVIDSON & CO2 years Filed as: D.A. DAVIDSON & CO. Service code 33 · EIN 81-0139474 | Securities brokerage | $0 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $178,365 | $65,125+173.9% | $143,797+24.0% | $66,949+166.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.73% | -11.13%-4.6pp | -0.04%-15.7pp | 1.57%-17.3pp |
| Employer contribution / active EE | $8,919 | $2,362+277.5% | $4,952+80.1% | $2,545+250.4% |
| Participant deferral / active EE | $7,840 | $2,920+168.5% | $5,638+39.0% | $4,239+84.9% |
| Admin fee / account holder | $100 | $503-80.2% | $14,679-99.3% | $594-83.2% |