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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 66-0493272 | Advisory (Plan) | $22,655 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 68-0348235 | Contract Administrator | $8,481 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,692 | $62,592-71.7% | $85,709-79.4% | $85,847-79.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.39% | 23.77%-12.4pp | 21.49%-10.1pp | 318.61%-307.2pp |
| Employer contribution / active EE | $2,679 | $1,755+52.6% | $2,619+2.3% | $2,565+4.4% |
| Participant deferral / active EE | $3,184 | $2,802+13.6% | $3,924-18.9% | $3,952-19.4% |
| Admin fee / account holder | $215 | $4,643-95.4% | $6,876-96.9% | $6,261-96.6% |