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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,920 |
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 | $74,333 | $48,078+54.6% | $78,676-5.5% | $62,881+18.2% |
| Participation rate | 97.6% | 65.2%+32.4pp | 73.6%+24.0pp | 69.3%+28.3pp |
| Annual return | 9.54% | 31.36%-21.8pp | 62.19%-52.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $5,432 | $2,015+169.6% | $2,850+90.6% | $2,281+138.1% |
| Participant deferral / active EE | $6,931 | $2,587+167.9% | $3,517+97.1% | $3,203+116.4% |
| Admin fee / account holder | $15 | $3,206-99.5% | $4,510-99.7% | $4,296-99.7% |