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 LLC9+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $76,576 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,988 | $99,168-61.7% | $96,534-60.6% | $74,460-49.0% |
| Participation rate | 92.4% | 80.7%+11.7pp | 76.0%+16.4pp | 70.7%+21.7pp |
| Annual return | 16.74% | 22.40%-5.7pp | 25.88%-9.1pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,314 | $2,570-10.0% | $2,965-22.0% | $2,638-12.3% |
| Participant deferral / active EE | $4,207 | $4,936-14.8% | $4,851-13.3% | $4,530-7.1% |
| Admin fee / account holder | $80 | $225-64.6% | $8,253-99.0% | $348-77.1% |