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 Service code 15 · EIN 11-3665754 | Recordkeeping | $86,710 |
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.
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 | $33,806 | $96,403-64.9% | $93,621-63.9% | $77,775-56.5% |
| Participation rate | 66.3% | 87.6%-21.3pp | 75.8%-9.5pp | 73.2%-6.9pp |
| Annual return | 24.63% | 39.36%-14.7pp | 32.76%-8.1pp | 32.58%-7.9pp |
| Employer contribution / active EE | $1,331 | $3,616-63.2% | $2,719-51.0% | $2,504-46.8% |
| Participant deferral / active EE | $2,192 | $5,341-59.0% | $4,070-46.1% | $3,966-44.7% |
| Admin fee / account holder | $108 | $90+21.1% | $7,890-98.6% | $100+8.3% |