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 | $14,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,655 | $40,435-71.2% | $80,627-85.5% | $74,460-84.3% |
| Participation rate | 42.7% | 47.4%-4.6pp | 67.0%-24.3pp | 70.7%-28.0pp |
| Annual return | 20.64% | 165.19%-144.5pp | 936.76%-916.1pp | 34.38%-13.7pp |
| Employer contribution / active EE | $83 | $1,498-94.5% | $2,723-97.0% | $2,638-96.9% |
| Participant deferral / active EE | $1,905 | $2,673-28.7% | $4,443-57.1% | $4,530-57.9% |
| Admin fee / account holder | $52 | $721-92.8% | $5,381-99.0% | $348-85.1% |