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 Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 15 · EIN 62-1700633 190D SAUDERSVILLE RD., SUITE 4004 · HENDERSONVILLE, TN 37075 | Recordkeeping | $54,777 |
Service code 15 · EIN 35-0145825 PO BOX 6123 · INDIANAPOLIS, IN 462066123 | Recordkeeping | $279 |
TIAA10+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,342 | $65,072-36.5% | $66,439-37.8% | $65,306-36.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.5%+25.5pp | 57.7%+42.3pp |
| Annual return | 9.22% | 21.50%-12.3pp | 757.66%-748.4pp | 21.94%-12.7pp |
| Employer contribution / active EE | $2,523 | $2,475+1.9% | $2,637-4.3% | $1,967+28.2% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,876-100.0% | $2,959-100.0% |
| Admin fee / account holder | $1,239 | $1,323-6.4% | $6,173-79.9% | $3,480-64.4% |