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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,365 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,214 | $56,638-53.7% | $169,390-84.5% | $74,460-64.8% |
| Participation rate | 75.7% | 67.5%+8.2pp | 77.2%-1.5pp | 70.7%+5.0pp |
| Annual return | 16.60% | 24.75%-8.1pp | 406.07%-389.5pp | 34.38%-17.8pp |
| Employer contribution / active EE | $314 | $2,027-84.5% | $4,013-92.2% | $2,638-88.1% |
| Participant deferral / active EE | $1,879 | $4,223-55.5% | $6,222-69.8% | $4,530-58.5% |
| Admin fee / account holder | $17 | $307-94.4% | $9,015-99.8% | $348-95.1% |