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 |
|---|---|---|
THE ASCENT GROUP, LLC2 years Filed as: THE ASCENT GROUP LLC Service code 27 5029 CORPORATE WOOD DR · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $79,556 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,277 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,470 | $82,163-14.2% | $125,381-43.8% | $64,819+8.7% |
| Participation rate | 96.3% | 77.9%+18.4pp | 82.4%+13.9pp | 71.5%+24.8pp |
| Annual return | -14.32% | 3.49%-17.8pp | 572.31%-586.6pp | 32.84%-47.2pp |
| Employer contribution / active EE | $4,791 | $3,616+32.5% | $4,815-0.5% | $2,507+91.1% |
| Participant deferral / active EE | $11,968 | $7,175+66.8% | $7,448+60.7% | $4,311+177.6% |
| Admin fee / account holder | $293 | $163+79.8% | $10,007-97.1% | $188+56.2% |