Filed August 28, 2024 (most recent of 3 filings on file)
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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,703 | $62,928-51.2% | $172,753-82.2% | $67,582-54.6% |
| Participation rate | 29.1% | 64.5%-35.3pp | 82.6%-53.5pp | 71.3%-42.2pp |
| Annual return | 22.55% | 30.36%-7.8pp | 803.00%-780.5pp | 378.57%-356.0pp |
| Employer contribution / active EE | $395 | $1,636-75.9% | $5,144-92.3% | $2,148-81.6% |
| Participant deferral / active EE | $1,145 | $2,145-46.6% | $5,198-78.0% | $3,539-67.6% |
| Admin fee / account holder | $53 | $167-68.1% | $13,956-99.6% | $142-62.6% |