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 |
|---|---|---|
LAKE CITY BANK3+ years Service code 21 · EIN 35-0458180 | Bank Trustee | $59,972 |
ASCENSUS LLC3+ years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $19,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $67,991 | $69,305-1.9% | $82,312-17.4% | $69,631-2.4% |
| Participation rate | 68.9% | 80.3%-11.3pp | 76.9%-8.0pp | 70.7%-1.7pp |
| Annual return | 14.84% | 21.47%-6.6pp | 25.88%-11.0pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,718 | $3,568-51.9% | $3,706-53.6% | $3,224-46.7% |
| Admin fee / account holder | $288 | $97+196.4% | $5,608-94.9% | $110+160.8% |