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 | $3,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,582 | $52,293-22.4% | $178,499-77.3% | $73,412-44.7% |
| Participation rate | 36.0% | 65.3%-29.3pp | 81.9%-45.9pp | 72.2%-36.1pp |
| Annual return | 7.84% | 34.75%-26.9pp | 151.10%-143.3pp | 59.30%-51.5pp |
| Employer contribution / active EE | $574 | $1,735-66.9% | $5,011-88.5% | $2,234-74.3% |
| Participant deferral / active EE | $919 | $2,332-60.6% | $5,202-82.3% | $3,806-75.8% |
| Admin fee / account holder | $26 | $127-79.7% | $13,986-99.8% | $158-83.6% |