Filed December 19, 2025 (most recent of 2 filings on file)
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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,361 | $83,045-30.9% | $130,045-55.9% | $71,511-19.8% |
| Participation rate | 61.3% | 74.1%-12.8pp | 78.5%-17.2pp | 67.9%-6.6pp |
| Annual return | 15.65% | 20.61%-5.0pp | -137.30%+153.0pp | 28.86%-13.2pp |
| Employer contribution / active EE | $3,226 | $2,623+23.0% | $4,321-25.3% | $2,589+24.6% |
| Participant deferral / active EE | $3,850 | $4,436-13.2% | $5,820-33.9% | $4,291-10.3% |
| Admin fee / account holder | $125 | $1,727-92.7% | $10,600-98.8% | $1,588-92.1% |