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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,135 |
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 | $31,644 | $46,072-31.3% | $69,779-54.7% | $55,167-42.6% |
| Participation rate | 87.2% | 67.5%+19.7pp | 71.8%+15.3pp | 69.0%+18.2pp |
| Annual return | 8.52% | 8.68%-0.2pp | 12.99%-4.5pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,867 | $1,500+24.4% | $2,338-20.2% | $1,963-4.9% |
| Participant deferral / active EE | $2,938 | $2,344+25.4% | $2,931+0.2% | $3,054-3.8% |
| Admin fee / account holder | $20 | $428-95.4% | $4,381-99.5% | $504-96.1% |