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 year Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $7,368 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,436 | $69,848+71.0% | $115,756+3.2% | $66,938+78.4% |
| Participation rate | 98.1% | 70.6%+27.4pp | 77.1%+21.0pp | 69.8%+28.2pp |
| Annual return | -9.74% | 969.66%-979.4pp | 143.14%-152.9pp | 1.58%-11.3pp |
| Employer contribution / active EE | $2,767 | $2,613+5.9% | $3,793-27.0% | $2,545+8.7% |
| Participant deferral / active EE | $5,378 | $4,274+25.8% | $6,254-14.0% | $4,238+26.9% |
| Admin fee / account holder | $15 | $337-95.5% | $8,124-99.8% | $594-97.4% |