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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 | $102,429-2.2% | $147,096-31.9% | $80,925+23.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.41% | 135.02%-122.6pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $2,712 | $3,716-27.0% | $4,936-45.1% | $2,756-1.6% |
| Participant deferral / active EE | $10,564 | $6,649+58.9% | $8,071+30.9% | $4,299+145.8% |
| Admin fee / account holder | $17,751 | $7,957+123.1% | $13,005+36.5% | $6,940+155.8% |