Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE ASCENT GROUP, LLC3 years Service code 99 · EIN 86-3001816 | Other Fees | $50,100 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $9,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,554 | $82,133+28.5% | $147,318-28.3% | $64,097+64.7% |
| Participation rate | 97.0% | 62.3%+34.8pp | 82.1%+15.0pp | 55.2%+41.8pp |
| Annual return | 19.31% | 78.78%-59.5pp | 70.43%-51.1pp | 34.64%-15.3pp |
| Employer contribution / active EE | $1,538 | $2,872-46.4% | $4,593-66.5% | $1,891-18.7% |
| Participant deferral / active EE | $12,864 | $5,407+137.9% | $7,906+62.7% | $3,080+317.7% |
| Admin fee / account holder | $431 | $3,730-88.4% | $13,708-96.9% | $3,454-87.5% |