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 LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $83,051 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,369 | $72,303-51.1% | $86,717-59.2% | $64,829-45.4% |
| Participation rate | 91.2% | 80.4%+10.8pp | 76.6%+14.6pp | 71.5%+19.7pp |
| Annual return | -14.57% | 392.77%-407.3pp | 35.97%-50.5pp | 32.85%-47.4pp |
| Employer contribution / active EE | $2,454 | $2,393+2.6% | $2,837-13.5% | $2,507-2.1% |
| Participant deferral / active EE | $4,642 | $4,660-0.4% | $4,657-0.3% | $4,312+7.7% |
| Admin fee / account holder | $100 | $174-42.6% | $7,494-98.7% | $188-46.9% |