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 Service code 15 · EIN 11-3665754 | Recordkeeping | $5,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,264 | $49,471-4.5% | $79,583-40.6% | $66,949-29.4% |
| Participation rate | 33.0% | 61.4%-28.4pp | 69.5%-36.5pp | 69.8%-36.8pp |
| Annual return | -19.34% | 84.30%-103.6pp | 0.16%-19.5pp | 1.57%-20.9pp |
| Employer contribution / active EE | $656 | $1,266-48.2% | $2,414-72.8% | $2,545-74.2% |
| Participant deferral / active EE | $2,082 | $3,160-34.1% | $3,986-47.8% | $4,239-50.9% |
| Admin fee / account holder | $35 | $595-94.1% | $6,835-99.5% | $594-94.1% |