Filed February 14, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,745 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,791 | $101,672-63.8% | $147,117-75.0% | $74,478-50.6% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 24.08% | 8757.83%-8733.7pp | 420.54%-396.5pp | 1370.56%-1346.5pp |
| Employer contribution / active EE | $3,399 | $3,813-10.9% | $4,932-31.1% | $2,626+29.4% |
| Participant deferral / active EE | $7,253 | $7,305-0.7% | $8,065-10.1% | $4,350+66.7% |
| Admin fee / account holder | $20 | $1,753-98.8% | $12,993-99.8% | $1,946-99.0% |