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 |
|---|---|---|
ASSUREDPARTNERS CAPITAL INC1+ years Filed as: ASSUREDPARTNERS OF OHIO LLC Service code 49 · EIN 80-0786940 | Other Services | $21,198 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $15,714 | $53,412-70.6% | $68,509-77.1% | $52,331-70.0% |
| Participation rate | 69.2% | 71.7%-2.4pp | 74.7%-5.5pp | 68.1%+1.1pp |
| Annual return | 0.27% | 3.42%-3.1pp | 8.27%-8.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $308 | $1,607-80.9% | $2,278-86.5% | $1,882-83.7% |
| Participant deferral / active EE | $1,640 | $2,688-39.0% | $3,382-51.5% | $3,022-45.7% |
| Admin fee / account holder | $14 | $461-96.9% | $5,275-99.7% | $592-97.6% |