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 |
|---|---|---|
Service code 10 2615 CENTENNIAL BLVD · TALLAHASSEE, FL 32308 | Accounting | $4,636 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,590 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,320 | $66,302-67.8% | $110,243-80.7% | $56,289-62.1% |
| Participation rate | 88.3% | 74.9%+13.4pp | 79.8%+8.5pp | 69.9%+18.5pp |
| Annual return | -6.29% | -1.18%-5.1pp | 314.76%-321.0pp | -9.96%+3.7pp |
| Employer contribution / active EE | $478 | $2,047-76.6% | $3,827-87.5% | $2,111-77.3% |
| Participant deferral / active EE | $2,351 | $3,381-30.5% | $4,672-49.7% | $3,350-29.8% |
| Admin fee / account holder | $48 | $698-93.1% | $8,548-99.4% | $521-90.7% |