Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,462 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $12,099 |
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 | $28,305 | $72,404-60.9% | $110,243-74.3% | $64,173-55.9% |
| Participation rate | 95.6% | 73.3%+22.2pp | 79.8%+15.7pp | 69.6%+26.0pp |
| Annual return | -3.65% | -6.29%+2.6pp | 314.76%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,199 | $2,282-3.6% | $3,827-42.5% | $2,381-7.7% |
| Participant deferral / active EE | $5,029 | $3,469+45.0% | $4,672+7.6% | $3,470+45.0% |
| Admin fee / account holder | $162 | $5,664-97.1% | $8,548-98.1% | $4,887-96.7% |