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 LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,625 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,268 | $67,594-70.0% | $77,361-73.8% | $69,733-70.9% |
| Participation rate | 99.1% | 71.7%+27.4pp | 75.0%+24.1pp | 62.5%+36.7pp |
| Annual return | 7.33% | 19.20%-11.9pp | 1011.54%-1004.2pp | 15.22%-7.9pp |
| Employer contribution / active EE | $2,283 | $2,649-13.8% | $2,990-23.6% | $2,250+1.5% |
| Participant deferral / active EE | $0 | $3,401-100.0% | $3,911-100.0% | $3,054-100.0% |
| Admin fee / account holder | $16 | $1,159-98.7% | $5,894-99.7% | $3,102-99.5% |