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 LLC2 years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $8,048 | $42,548-81.1% | $74,551-89.2% | $56,289-85.7% |
| Participation rate | 42.6% | 60.5%-17.9pp | 69.1%-26.6pp | 69.9%-27.3pp |
| Annual return | -4.89% | 12.40%-17.3pp | 32.53%-37.4pp | -9.96%+5.1pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,047 | $2,277-54.0% | $3,108-66.3% | $3,350-68.7% |
| Admin fee / account holder | $9 | $467-98.2% | $5,059-99.8% | $521-98.4% |