Filed April 29, 2022
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 LLC6+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $1,500 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,495 | $61,172-58.3% | $185,851-86.3% | $79,389-67.9% |
| Participation rate | 79.6% | 66.6%+13.0pp | 81.7%-2.1pp | 70.7%+8.9pp |
| Annual return | 25.82% | 19.45%+6.4pp | 122.11%-96.3pp | 116.89%-91.1pp |
| Employer contribution / active EE | $976 | $2,321-57.9% | $5,168-81.1% | $2,428-59.8% |
| Participant deferral / active EE | $1,967 | $2,788-29.4% | $5,569-64.7% | $4,046-51.4% |
| Admin fee / account holder | $5 | $710-99.4% | $16,245-100.0% | $626-99.3% |