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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $98,755 | $62,583+57.8% | $76,767+28.6% | $64,173+53.9% |
| Participation rate | 68.8% | 72.8%-4.1pp | 77.0%-8.2pp | 69.6%-0.8pp |
| Annual return | -5.40% | -1.95%-3.5pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $487 | $1,832-73.4% | $2,485-80.4% | $2,381-79.5% |
| Participant deferral / active EE | $3,702 | $3,145+17.7% | $3,852-3.9% | $3,470+6.7% |
| Admin fee / account holder | $12 | $4,667-99.7% | $6,675-99.8% | $4,887-99.8% |