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: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $60 |
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.
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 | $28,160 | $55,453-49.2% | $170,435-83.5% | $62,293-54.8% |
| Participation rate | 35.9% | 66.4%-30.5pp | 83.6%-47.7pp | 69.5%-33.6pp |
| Annual return | 11.62% | 21.38%-9.8pp | 205.94%-194.3pp | 28.90%-17.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $923 | $2,303-59.9% | $4,939-81.3% | $3,169-70.9% |
| Admin fee / account holder | $8 | $455-98.3% | $13,881-99.9% | $479-98.4% |