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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,091 |
Service code 10 · EIN 25-1031405 | Accounting | $8,220 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,495 | $46,332+15.5% | $143,797-62.8% | $64,824-17.5% |
| Participation rate | 80.3% | 64.2%+16.0pp | 80.3%0pp | 71.5%+8.8pp |
| Annual return | -17.01% | -10.05%-7.0pp | -0.04%-17.0pp | 32.84%-49.8pp |
| Employer contribution / active EE | $1,640 | $1,911-14.2% | $4,952-66.9% | $2,507-34.6% |
| Participant deferral / active EE | $2,026 | $2,647-23.5% | $5,638-64.1% | $4,311-53.0% |
| Admin fee / account holder | $127 | $154-17.7% | $14,679-99.1% | $188-32.6% |