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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,716 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,012 | $46,360-71.9% | $147,617-91.2% | $52,331-75.1% |
| Participation rate | 52.6% | 64.9%-12.3pp | 84.6%-32.0pp | 68.1%-15.5pp |
| Annual return | 3.22% | 1.62%+1.6pp | 61.98%-58.8pp | 4.54%-1.3pp |
| Employer contribution / active EE | $76 | $2,126-96.4% | $5,564-98.6% | $1,882-96.0% |
| Participant deferral / active EE | $2,699 | $2,258+19.5% | $4,895-44.9% | $3,022-10.7% |
| Admin fee / account holder | $10 | $766-98.7% | $11,612-99.9% | $592-98.3% |