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 LLC6 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $28,678 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $526,414 | $50,902+934.2% | $155,534+238.5% | $77,736+577.2% |
| Participation rate | 92.8% | 63.1%+29.7pp | 78.2%+14.6pp | 70.6%+22.2pp |
| Annual return | 16.32% | 34.85%-18.5pp | 64.92%-48.6pp | 31.26%-14.9pp |
| Employer contribution / active EE | $30,234 | $1,991+1418.2% | $4,675+546.7% | $2,728+1008.4% |
| Participant deferral / active EE | $14,435 | $2,824+411.1% | $5,630+156.4% | $4,651+210.4% |
| Admin fee / account holder | $707 | $437+61.9% | $15,900-95.6% | $433+63.2% |