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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,360 |
CAMPBELL TAYLOR WASHBURN1 year Filed as: CAMPBELL, RAPPOLD & YURASITS LLP Service code 10 1033 S. CEDAR CREST BLVD. · ALLENTOWN, PA 18103 | Accounting | $8,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,405 | $38,165-15.1% | $189,758-82.9% | $69,255-53.2% |
| Participation rate | 58.6% | 66.7%-8.1pp | 79.8%-21.2pp | 69.0%-10.5pp |
| Annual return | 11.23% | 14.65%-3.4pp | 52.62%-41.4pp | 26.73%-15.5pp |
| Employer contribution / active EE | $1,180 | $1,589-25.7% | $4,767-75.2% | $2,645-55.4% |
| Participant deferral / active EE | $1,618 | $2,073-21.9% | $5,856-72.4% | $2,890-44.0% |
| Admin fee / account holder | $170 | $714-76.2% | $20,388-99.2% | $733-76.8% |