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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,760 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,354 | $82,133+69.7% | $147,318-5.4% | $64,097+117.4% |
| Participation rate | 96.1% | 62.3%+33.8pp | 82.1%+14.0pp | 55.2%+40.9pp |
| Annual return | 13.81% | 78.78%-65.0pp | 70.43%-56.6pp | 34.64%-20.8pp |
| Employer contribution / active EE | $9,281 | $2,872+223.2% | $4,593+102.1% | $1,891+390.7% |
| Participant deferral / active EE | $11,108 | $5,407+105.4% | $7,906+40.5% | $3,080+260.6% |
| Admin fee / account holder | $15 | $3,730-99.6% | $13,708-99.9% | $3,454-99.6% |