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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 | $102,382-2.2% | $147,005-31.9% | $80,874+23.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.41% | 134.89%-122.5pp | 418.76%-406.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,712 | $3,715-27.0% | $4,934-45.0% | $2,756-1.6% |
| Participant deferral / active EE | $10,564 | $6,646+58.9% | $8,070+30.9% | $4,297+145.9% |
| Admin fee / account holder | $17,751 | $7,942+123.5% | $13,006+36.5% | $6,935+155.9% |