Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $5,122 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,532 | $105,200+26.9% | $159,474-16.3% | $85,847+55.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.61% | 45.08%-31.5pp | 263.68%-250.1pp | 318.61%-305.0pp |
| Employer contribution / active EE | $6,041 | $3,319+82.0% | $4,831+25.1% | $2,565+135.5% |
| Participant deferral / active EE | $9,220 | $5,946+55.1% | $7,353+25.4% | $3,952+133.3% |
| Admin fee / account holder | $215 | $6,934-96.9% | $10,802-98.0% | $6,261-96.6% |