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 13 · EIN 42-0127290 | Contract Administrator | $11,459 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,853 | $56,443-86.1% | $83,830-90.6% | $55,725-85.9% |
| Participation rate | 28.8% | 72.0%-43.3pp | 76.1%-47.4pp | 70.9%-42.1pp |
| Annual return | -5.71% | 393.67%-399.4pp | 850.97%-856.7pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,111 | $2,682-58.6% | $3,631-69.4% | $2,078-46.6% |
| Participant deferral / active EE | $60 | $2,965-98.0% | $4,082-98.5% | $3,356-98.2% |
| Admin fee / account holder | $48 | $156-69.6% | $5,479-99.1% | $115-58.7% |