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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,120 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,294 | $56,443-51.6% | $83,830-67.4% | $55,725-51.0% |
| Participation rate | 59.9% | 72.0%-12.2pp | 76.1%-16.3pp | 70.9%-11.0pp |
| Annual return | -4.43% | 393.67%-398.1pp | 850.97%-855.4pp | 244.93%-249.4pp |
| Employer contribution / active EE | $250 | $2,682-90.7% | $3,631-93.1% | $2,078-88.0% |
| Participant deferral / active EE | $2,166 | $2,965-26.9% | $4,082-46.9% | $3,356-35.4% |
| Admin fee / account holder | $8 | $156-95.2% | $5,479-99.9% | $115-93.4% |