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 Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $151,264 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,987 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,716 | $88,360+287.9% | $145,433+135.7% | $67,986+404.1% |
| Participation rate | 93.7% | 65.5%+28.2pp | 82.1%+11.5pp | 57.2%+36.4pp |
| Annual return | 18.76% | 63.15%-44.4pp | 66.58%-47.8pp | 31.67%-12.9pp |
| Employer contribution / active EE | $35,694 | $3,054+1068.8% | $4,554+683.7% | $2,019+1668.2% |
| Participant deferral / active EE | $7,392 | $5,932+24.6% | $7,897-6.4% | $3,358+120.1% |
| Admin fee / account holder | $1,093 | $3,313-67.0% | $13,129-91.7% | $3,203-65.9% |