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 | $7,769 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $24,049 | $70,002-65.6% | $115,037-79.1% | $52,331-54.0% |
| Participation rate | 42.7% | 72.1%-29.4pp | 81.4%-38.6pp | 68.1%-25.4pp |
| Annual return | -1.16% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $629 | $2,715-76.8% | $4,608-86.3% | $1,882-66.5% |
| Participant deferral / active EE | $1,702 | $4,920-65.4% | $6,026-71.8% | $3,022-43.7% |
| Admin fee / account holder | $180 | $566-68.2% | $8,175-97.8% | $592-69.5% |