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 |
|---|---|---|
MGO INVESTMENT ADVISORS1 year Filed as: MGO CPA Service code 99 · EIN 33-3000333 | Other Fees | $38,000 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $16,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,524 | $91,474+37.2% | $135,982-7.7% | $71,529+75.5% |
| Participation rate | 29.9% | 75.7%-45.8pp | 81.9%-52.0pp | 67.9%-38.0pp |
| Annual return | 17.37% | 29.89%-12.5pp | 68.32%-51.0pp | 28.97%-11.6pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $4,122 | $7,095-41.9% | $7,760-46.9% | $4,291-3.9% |
| Admin fee / account holder | $134 | $1,267-89.4% | $10,767-98.8% | $1,588-91.5% |