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 LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $570 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,991 | $155,795-84.6% | $136,298-82.4% | $69,631-65.5% |
| Participation rate | 18.0% | 75.2%-57.3pp | 81.9%-63.9pp | 70.7%-52.7pp |
| Annual return | 17.29% | 232464.33%-232447.0pp | 5156.27%-5139.0pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,990 | $5,394-63.1% | $6,247-68.2% | $3,224-38.3% |
| Admin fee / account holder | $14 | $128-89.2% | $9,244-99.8% | $110-87.4% |