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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,533 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $12,181 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,654 |
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 | $96,934 | $81,494+18.9% | $133,978-27.6% | $73,497+31.9% |
| Participation rate | 65.0% | 76.4%-11.4pp | 79.8%-14.8pp | 70.7%-5.7pp |
| Annual return | 12.52% | 19.40%-6.9pp | 45.10%-32.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $2,732 | $2,210+23.6% | $3,919-30.3% | $2,270+20.4% |
| Participant deferral / active EE | $3,902 | $3,787+3.0% | $5,047-22.7% | $3,740+4.3% |
| Admin fee / account holder | $244 | $713-65.8% | $8,930-97.3% | $513-52.5% |