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 LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 68-0348235 | Contract Administrator | $65,680 |
THREE BELL CAPITAL LLC2 years Service code 27 · EIN 45-3567626 | Advisory (Plan) | $19,760 |
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 | $35,457 | $100,801-64.8% | $149,745-76.3% | $73,412-51.7% |
| Participation rate | 73.2% | 77.7%-4.5pp | 82.5%-9.3pp | 72.2%+1.0pp |
| Annual return | 20.10% | 265.34%-245.2pp | 276.72%-256.6pp | 59.30%-39.2pp |
| Employer contribution / active EE | $2,375 | $3,312-28.3% | $4,646-48.9% | $2,234+6.3% |
| Participant deferral / active EE | $6,735 | $6,404+5.2% | $6,843-1.6% | $3,806+77.0% |
| Admin fee / account holder | $112 | $181-38.1% | $9,312-98.8% | $158-29.1% |