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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,512 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,483 | $46,464-43.0% | $150,298-82.4% | $79,634-66.7% |
| Participation rate | 47.7% | 57.0%-9.3pp | 77.8%-30.1pp | 62.5%-14.8pp |
| Annual return | 12.65% | 27.89%-15.2pp | 62.79%-50.1pp | 36.46%-23.8pp |
| Employer contribution / active EE | $450 | $1,512-70.2% | $4,154-89.2% | $2,529-82.2% |
| Participant deferral / active EE | $1,501 | $2,157-30.4% | $5,453-72.5% | $3,835-60.9% |
| Admin fee / account holder | $118 | $891-86.8% | $14,116-99.2% | $1,002-88.2% |