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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $46,885 |
Service code 99 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Other Fees | $16,952 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $15,983 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,052 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $219,210 | $52,967+313.9% | $172,753+26.9% | $65,186+236.3% |
| Participation rate | 98.6% | 66.2%+32.4pp | 82.6%+15.9pp | 70.2%+28.4pp |
| Annual return | 20.67% | 30.12%-9.5pp | 803.00%-782.3pp | 29.39%-8.7pp |
| Employer contribution / active EE | $18,433 | $2,190+741.6% | $5,144+258.4% | $2,177+746.8% |
| Participant deferral / active EE | $11,281 | $2,471+356.6% | $5,198+117.0% | $3,514+221.0% |
| Admin fee / account holder | $307 | $472-35.0% | $13,956-97.8% | $847-63.8% |