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 |
|---|---|---|
SYM FINANCIAL CORPORATION6+ years Service code 99 801 PARK AVE · WINONA LAKE, IN 46590 | Other Fees | $46,062 |
ASCENSUS LLC4 years Filed as: ASCENSUS INC Service code 13 | Contract Administrator | $11,379 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,039 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 ASCENSUS LLC · DRESHER, PA 19025 | Contract Administrator | $1,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,531 | $93,182+0.4% | $146,685-36.2% | $79,393+17.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 26.11% | 21.61%+4.5pp | 22.75%+3.4pp | 116.87%-90.8pp |
| Employer contribution / active EE | $2,733 | $2,420+13.0% | $4,137-33.9% | $2,428+12.6% |
| Participant deferral / active EE | $5,331 | $4,169+27.9% | $5,507-3.2% | $4,046+31.8% |
| Admin fee / account holder | $422 | $585-27.8% | $10,281-95.9% | $627-32.6% |