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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,385 | $47,848+11.6% | $81,473-34.5% | $70,124-23.9% |
| Participation rate | 53.4% | 58.3%-4.9pp | 68.0%-14.5pp | 69.5%-16.1pp |
| Annual return | 24.68% | 27.25%-2.6pp | 38.78%-14.1pp | 73.14%-48.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,894 | $2,453-22.8% | $3,537-46.5% | $3,332-43.2% |
| Admin fee / account holder | $15 | $3,145-99.5% | $4,561-99.7% | $4,645-99.7% |