Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,614 | $299,959-89.1% | $185,851-82.5% | - |
| Participation rate | 9.1% | 61.2%-52.1pp | 81.7%-72.6pp | - |
| Annual return | 16.78% | 9.80%+7.0pp | 122.11%-105.3pp | - |
| Employer contribution / active EE | $0 | $1,731-100.0% | $5,168-100.0% | - |
| Participant deferral / active EE | $478 | $2,385-80.0% | $5,569-91.4% | - |
| Admin fee / account holder | $175 | $47,864-99.6% | $16,245-98.9% | - |