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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,039 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,563 | $81,870-60.2% | $119,634-72.8% | $68,490-52.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -10.62% | -23.82%+13.2pp | -14.98%+4.4pp | -7.85%-2.8pp |
| Employer contribution / active EE | $2,209 | $2,692-17.9% | $4,232-47.8% | $2,597-14.9% |
| Participant deferral / active EE | $2,767 | $4,148-33.3% | $5,601-50.6% | $4,028-31.3% |
| Admin fee / account holder | $100 | $6,583-98.5% | $10,329-99.0% | $5,403-98.2% |