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 LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 68-0348235 | Contract Administrator | $102,432 |
THREE BELL CAPITAL LLC3 years Service code 27 · EIN 45-3567626 | Advisory (Plan) | $27,851 |
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 | $41,115 | $104,336-60.6% | $159,474-74.2% | $86,821-52.6% |
| Participation rate | 73.2% | 77.7%-4.5pp | 82.8%-9.6pp | 72.3%+1.0pp |
| Annual return | 20.69% | 26.32%-5.6pp | 263.68%-243.0pp | 97.94%-77.2pp |
| Employer contribution / active EE | $2,569 | $3,451-25.6% | $4,831-46.8% | $2,406+6.8% |
| Participant deferral / active EE | $7,540 | $6,837+10.3% | $7,353+2.5% | $4,132+82.5% |
| Admin fee / account holder | $152 | $172-11.6% | $10,802-98.6% | $170-10.2% |