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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 | $102,385-2.2% | $147,080-31.9% | $80,935+23.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.41% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,712 | $3,717-27.0% | $4,933-45.0% | $2,757-1.6% |
| Participant deferral / active EE | $10,564 | $6,651+58.8% | $8,066+31.0% | $4,299+145.7% |
| Admin fee / account holder | $17,751 | $7,951+123.2% | $12,989+36.7% | $6,924+156.3% |