Filed September 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDING INC DBA FUTUREPLAN Service code 13 · EIN 82-3719843 | Contract Administrator | $54,089 |
Service code 27 · EIN 35-2280124 | Advisory (Plan) | $47,995 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,792 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,232 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $1,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,345 | $47,634-40.5% | $90,461-68.7% | $90,274-68.6% |
| Participation rate | 35.1% | 67.5%-32.4pp | 72.7%-37.6pp | 73.4%-38.3pp |
| Annual return | 18.33% | 19.61%-1.3pp | 1294.76%-1276.4pp | 53.97%-35.6pp |
| Employer contribution / active EE | $725 | $1,749-58.5% | $3,264-77.8% | $2,523-71.3% |
| Participant deferral / active EE | $1,866 | $2,824-33.9% | $3,964-52.9% | $4,231-55.9% |
| Admin fee / account holder | $183 | $106+73.0% | $5,617-96.7% | $114+60.9% |