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 | $39,684 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,410 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,175 | $72,639+82.0% | $90,766+45.6% | $66,949+97.4% |
| Participation rate | 50.0% | 73.7%-23.7pp | 75.7%-25.7pp | 69.8%-19.8pp |
| Annual return | -14.66% | -12.28%-2.4pp | -12.16%-2.5pp | 1.57%-16.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,336 | $3,979-16.2% | $4,565-26.9% | $4,239-21.3% |
| Admin fee / account holder | $391 | $708-44.7% | $8,446-95.4% | $594-34.0% |