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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTURE PLAN (ASCENSUS) Service code 13 · EIN 82-3719843 | Contract Administrator | $18,475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,503 | $78,013-39.1% | $178,449-73.4% | $80,911-41.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 10.91% | 18.07%-7.2pp | 27.09%-16.2pp | 35.63%-24.7pp |
| Employer contribution / active EE | $1,741 | $2,287-23.9% | $3,951-55.9% | $2,756-36.8% |
| Participant deferral / active EE | $1,911 | $4,408-56.7% | $6,277-69.6% | $4,297-55.5% |
| Admin fee / account holder | $129 | $7,166-98.2% | $10,362-98.8% | $6,935-98.1% |