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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,530 |
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 | $105,043 | $91,439+14.9% | $135,974-22.7% | $71,511+46.9% |
| Participation rate | 95.3% | 75.7%+19.7pp | 81.9%+13.4pp | 67.9%+27.4pp |
| Annual return | 12.35% | 29.90%-17.5pp | 68.30%-56.0pp | 28.86%-16.5pp |
| Employer contribution / active EE | $7,468 | $3,705+101.6% | $4,859+53.7% | $2,589+188.4% |
| Participant deferral / active EE | $8,400 | $7,093+18.4% | $7,760+8.2% | $4,291+95.8% |
| Admin fee / account holder | $4 | $1,267-99.7% | $10,767-100.0% | $1,588-99.8% |