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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 | $78,027-39.1% | $178,528-73.4% | $80,925-41.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 10.91% | 18.09%-7.2pp | 27.11%-16.2pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1,741 | $2,281-23.7% | $3,950-55.9% | $2,756-36.8% |
| Participant deferral / active EE | $1,911 | $4,408-56.7% | $6,278-69.6% | $4,299-55.6% |
| Admin fee / account holder | $129 | $7,168-98.2% | $10,419-98.8% | $6,940-98.1% |