Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE ASCENT GROUP, LLC1 year Service code 99 · EIN 86-3001816 | Other Fees | $20,947 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $8,917 |
ASSET STRATEGY CONSULTANTS3 years Filed as: ASSET STRATEGY ADVISORS LLC Service code 99 · EIN 26-0352654 | Other Fees | $8,160 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,657 | $91,439-24.9% | $135,974-49.5% | $71,511-4.0% |
| Participation rate | 95.5% | 75.7%+19.8pp | 81.9%+13.5pp | 67.9%+27.5pp |
| Annual return | 27.76% | 29.90%-2.1pp | 68.30%-40.5pp | 28.86%-1.1pp |
| Employer contribution / active EE | $2,072 | $3,705-44.1% | $4,859-57.4% | $2,589-20.0% |
| Participant deferral / active EE | $13,791 | $7,093+94.4% | $7,760+77.7% | $4,291+221.4% |
| Admin fee / account holder | $262 | $1,267-79.3% | $10,767-97.6% | $1,588-83.5% |