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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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,503 | $77,314-38.6% | $177,989-73.3% | $80,856-41.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 10.91% | 18.09%-7.2pp | 294.48%-283.6pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,741 | $2,292-24.0% | $3,949-55.9% | $2,755-36.8% |
| Participant deferral / active EE | $1,911 | $4,411-56.7% | $6,276-69.6% | $4,296-55.5% |
| Admin fee / account holder | $129 | $7,191-98.2% | $10,363-98.8% | $6,918-98.1% |