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 Service code 15 · EIN 11-3665754 | Recordkeeping | $1,784 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,723 | $65,376-4.1% | $87,104-28.0% | $65,185-3.8% |
| Participation rate | 38.5% | 75.3%-36.8pp | 76.9%-38.4pp | 70.2%-31.7pp |
| Annual return | 18.87% | 31.27%-12.4pp | 28.19%-9.3pp | 29.38%-10.5pp |
| Employer contribution / active EE | $487 | $1,822-73.3% | $2,521-80.7% | $2,177-77.6% |
| Participant deferral / active EE | $1,634 | $3,388-51.8% | $4,048-59.6% | $3,514-53.5% |
| Admin fee / account holder | $20 | $520-96.1% | $7,491-99.7% | $847-97.6% |