Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $149,674 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $118,684 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $100,403 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,037 | $50,820-37.0% | $155,567-79.4% | $77,671-58.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.37% | 34.85%-21.5pp | 64.74%-51.4pp | 31.21%-17.8pp |
| Employer contribution / active EE | $3,324 | $1,993+66.8% | $4,674-28.9% | $2,726+21.9% |
| Participant deferral / active EE | $8,108 | $2,823+187.2% | $5,628+44.1% | $4,648+74.4% |
| Admin fee / account holder | $183 | $436-58.0% | $15,916-98.8% | $430-57.4% |