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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $136,602 |
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.
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 | $38,123 | $65,292-41.6% | $71,671-46.8% | $77,958-51.1% |
| Participation rate | 21.9% | 67.4%-45.5pp | 68.7%-46.8pp | 71.6%-49.7pp |
| Annual return | 286.41% | 21.25%+265.2pp | 20.65%+265.8pp | 20.87%+265.5pp |
| Employer contribution / active EE | $372 | $2,085-82.1% | $2,460-84.9% | $2,310-83.9% |
| Participant deferral / active EE | $684 | $3,008-77.3% | $3,438-80.1% | $3,537-80.7% |
| Admin fee / account holder | $95 | $84+11.9% | $5,558-98.3% | $97-2.9% |