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 LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $19,307 |
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 | $190,055 | $79,519+139.0% | $95,968+98.0% | $73,415+158.9% |
| Participation rate | 92.8% | 81.2%+11.7pp | 77.1%+15.7pp | 72.2%+20.7pp |
| Annual return | 16.92% | 19.20%-2.3pp | 91.65%-74.7pp | 59.30%-42.4pp |
| Employer contribution / active EE | $4,465 | $2,048+118.1% | $2,542+75.7% | $2,234+99.9% |
| Participant deferral / active EE | $10,407 | $4,138+151.5% | $4,167+149.8% | $3,806+173.4% |
| Admin fee / account holder | $48 | $184-74.0% | $6,798-99.3% | $158-69.7% |