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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $19,438 |
REGIONS BANK3+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $11,957 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,612 | $55,453+254.6% | $170,435+15.4% | $62,293+215.6% |
| Participation rate | 65.5% | 66.4%-0.9pp | 83.6%-18.1pp | 69.5%-4.0pp |
| Annual return | 16.65% | 21.38%-4.7pp | 205.94%-189.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $2,804 | $2,164+29.6% | $5,432-48.4% | $2,042+37.3% |
| Participant deferral / active EE | $5,608 | $2,303+143.5% | $4,939+13.5% | $3,169+77.0% |
| Admin fee / account holder | $398 | $455-12.6% | $13,881-97.1% | $479-17.0% |