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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,391 |
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 | $86,250 | $54,320+58.8% | $67,652+27.5% | $52,331+64.8% |
| Participation rate | 91.4% | 73.6%+17.8pp | 75.7%+15.7pp | 68.1%+23.3pp |
| Annual return | 0.83% | 6.81%-6.0pp | 6625.40%-6624.6pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,918 | $1,544+89.1% | $2,266+28.8% | $1,882+55.1% |
| Participant deferral / active EE | $3,297 | $2,950+11.8% | $3,560-7.4% | $3,022+9.1% |
| Admin fee / account holder | $55 | $527-89.5% | $4,821-98.9% | $592-90.7% |