Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,819 |
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.
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 | $8,440 | $56,918-85.2% | $182,558-95.4% | $65,186-87.1% |
| Participation rate | 46.9% | 66.5%-19.6pp | 78.0%-31.1pp | 70.2%-23.3pp |
| Annual return | 25.02% | 27.67%-2.7pp | 148.59%-123.6pp | 29.39%-4.4pp |
| Employer contribution / active EE | $788 | $1,615-51.2% | $4,076-80.7% | $2,177-63.8% |
| Participant deferral / active EE | $1,189 | $3,526-66.3% | $5,526-78.5% | $3,514-66.2% |
| Admin fee / account holder | $23 | $531-95.7% | $8,594-99.7% | $847-97.3% |