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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,194 | $76,696-45.0% | $96,538-56.3% | $71,529-41.0% |
| Participation rate | 55.5% | 66.6%-11.1pp | 74.3%-18.9pp | 67.9%-12.5pp |
| Annual return | 14.55% | 48.32%-33.8pp | 35.74%-21.2pp | 28.97%-14.4pp |
| Employer contribution / active EE | $4,568 | $3,032+50.7% | $3,740+22.1% | $2,590+76.4% |
| Participant deferral / active EE | $634 | $3,770-83.2% | $4,880-87.0% | $4,291-85.2% |
| Admin fee / account holder | $425 | $2,030-79.1% | $6,737-93.7% | $1,588-73.3% |