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 LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,301 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $34,261 | $102,422-66.5% | $147,117-76.7% | $80,959-57.7% |
| Participation rate | 63.8% | 75.9%-12.0pp | 82.2%-18.4pp | 67.7%-3.8pp |
| Annual return | 10.88% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $3,871 | $3,717+4.1% | $4,932-21.5% | $2,757+40.4% |
| Participant deferral / active EE | $8,985 | $6,652+35.1% | $8,065+11.4% | $4,300+108.9% |
| Admin fee / account holder | $67 | $7,953-99.2% | $12,993-99.5% | $6,925-99.0% |