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 | $5,207 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,861 | $56,171-77.1% | $108,745-88.2% | $55,167-76.7% |
| Participation rate | 23.8% | 70.7%-46.9pp | 77.7%-53.9pp | 69.0%-45.2pp |
| Annual return | 6.76% | 214.86%-208.1pp | 46.22%-39.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $3,323-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,148 | $3,437-66.6% | $5,121-77.6% | $3,054-62.4% |
| Admin fee / account holder | $141 | $302-53.4% | $6,144-97.7% | $504-72.1% |