Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,442 | $50,919-46.1% | $155,556-82.4% | $77,762-64.7% |
| Participation rate | 25.3% | 63.1%-37.8pp | 78.2%-52.9pp | 70.6%-45.3pp |
| Annual return | 15.27% | 34.84%-19.6pp | 64.84%-49.6pp | 31.27%-16.0pp |
| Employer contribution / active EE | $42 | $1,991-97.9% | $4,675-99.1% | $2,728-98.5% |
| Participant deferral / active EE | $1,417 | $2,824-49.8% | $5,631-74.8% | $4,651-69.5% |
| Admin fee / account holder | $60 | $437-86.3% | $15,885-99.6% | $433-86.2% |