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 LLC9 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,431 |
PIVOTAL FINANCIAL SERVICES8 years Service code 27 14 PIMLICO DRIVE · COMMACK, NY 11725 | Advisory (Plan) | $10,692 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,428 | $65,961-3.8% | $180,320-64.8% | $94,015-32.5% |
| Participation rate | 48.4% | 61.3%-12.8pp | 71.5%-23.1pp | 70.8%-22.4pp |
| Annual return | 13.12% | 14.27%-1.2pp | 778.54%-765.4pp | 17.84%-4.7pp |
| Employer contribution / active EE | $1,179 | $1,737-32.1% | $4,108-71.3% | $2,790-57.7% |
| Participant deferral / active EE | $4,284 | $3,003+42.6% | $4,304-0.5% | $4,249+0.8% |
| Admin fee / account holder | $219 | $4,901-95.5% | $10,000-97.8% | $8,951-97.6% |