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| Provider | Service type | Compensation |
|---|---|---|
SHEPPARD MULLIN3 years Service code 29 · EIN 95-1463164 | Legal | $15,943 |
SOCAL MAILING SERVICES3 years Service code 49 · EIN 95-3946289 | Other Services | $6,982 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 | Other Services | $6,680 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 13 · EIN 71-0294708 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,762 | $52,208-67.9% | $86,612-80.6% | $74,419-77.5% |
| Participation rate | 86.9% | 66.3%+20.6pp | 71.7%+15.2pp | 70.7%+16.2pp |
| Annual return | 12.36% | 44.46%-32.1pp | 591.07%-578.7pp | 34.38%-22.0pp |
| Employer contribution / active EE | $4,505 | $2,282+97.4% | $3,022+49.0% | $2,637+70.8% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,528-100.0% |
| Admin fee / account holder | $289 | $319-9.5% | $5,614-94.9% | $348-17.0% |