Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,381 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,816 | $89,093-51.9% | $102,434-58.2% | $77,736-44.9% |
| Participation rate | 54.6% | 80.9%-26.3pp | 76.5%-21.9pp | 70.6%-15.9pp |
| Annual return | 12.81% | 25.03%-12.2pp | 29.46%-16.7pp | 31.26%-18.5pp |
| Employer contribution / active EE | $1,293 | $2,699-52.1% | $3,023-57.2% | $2,728-52.6% |
| Participant deferral / active EE | $2,432 | $5,147-52.7% | $5,055-51.9% | $4,651-47.7% |
| Admin fee / account holder | $35 | $236-85.2% | $9,462-99.6% | $433-91.9% |