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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,780 | $51,769-17.4% | $57,349-25.4% | $52,331-18.3% |
| Participation rate | 52.3% | 75.2%-23.0pp | 75.1%-22.8pp | 68.1%-15.8pp |
| Annual return | -1.96% | 2.43%-4.4pp | 24.40%-26.4pp | 4.54%-6.5pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,026 | $2,794+8.3% | $3,162-4.3% | $3,022+0.1% |
| Admin fee / account holder | $9 | $295-96.9% | $3,356-99.7% | $592-98.5% |