Filed June 4, 2024
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 year Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $13,806 |
Filed as: SYM FINANCIAL Service code 26 · EIN 35-1550787 | Advisory (Participants) | $6,349 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $605 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,881 | $46,173-82.9% | $170,435-95.4% | $69,631-88.7% |
| Participation rate | 32.9% | 63.9%-31.0pp | 83.6%-50.7pp | 70.7%-37.8pp |
| Annual return | 23.52% | 21.62%+1.9pp | 205.94%-182.4pp | 27571.02%-27547.5pp |
| Employer contribution / active EE | $222 | $1,610-86.2% | $5,432-95.9% | $2,032-89.1% |
| Participant deferral / active EE | $697 | $2,080-66.5% | $4,939-85.9% | $3,224-78.4% |
| Admin fee / account holder | $87 | $116-25.4% | $13,881-99.4% | $110-21.7% |