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 | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,563 | $46,360-57.8% | $147,617-86.7% | $52,331-62.6% |
| Participation rate | 59.5% | 64.9%-5.5pp | 84.6%-25.1pp | 68.1%-8.6pp |
| Annual return | -0.92% | 1.62%-2.5pp | 61.98%-62.9pp | 4.54%-5.5pp |
| Employer contribution / active EE | $681 | $2,126-68.0% | $5,564-87.8% | $1,882-63.8% |
| Participant deferral / active EE | $1,163 | $2,258-48.5% | $4,895-76.2% | $3,022-61.5% |
| Admin fee / account holder | $20 | $766-97.4% | $11,612-99.8% | $592-96.6% |