Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 37 · EIN 11-3665754 | Loan Processing | $3,153 |
UNITED OF OMAHA6+ years Service code 37 · EIN 47-0322111 | Loan Processing | $2,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,525 | $45,109-83.3% | $85,240-91.2% | $77,762-90.3% |
| Participation rate | 15.9% | 48.7%-32.7pp | 67.5%-51.6pp | 70.6%-54.6pp |
| Annual return | 10.59% | 79.55%-69.0pp | 66.75%-56.2pp | 31.27%-20.7pp |
| Employer contribution / active EE | $186 | $1,602-88.4% | $2,735-93.2% | $2,728-93.2% |
| Participant deferral / active EE | $199 | $2,814-92.9% | $4,527-95.6% | $4,651-95.7% |
| Admin fee / account holder | $78 | $915-91.5% | $6,165-98.7% | $433-82.0% |