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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 82-3719843 | Other Fees | $10,000 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 99 · EIN 11-1000111 | Other Fees | $2,936 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,176 | $102,422-2.2% | $147,117-31.9% | $80,959+23.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.41% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $2,712 | $3,717-27.0% | $4,932-45.0% | $2,757-1.6% |
| Participant deferral / active EE | $10,564 | $6,652+58.8% | $8,065+31.0% | $4,300+145.7% |
| Admin fee / account holder | $17,751 | $7,953+123.2% | $12,993+36.6% | $6,925+156.3% |