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 Service code 15 · EIN 11-3665754 | Recordkeeping | $135,461 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,956 | $143,525-72.9% | $379,746-89.7% | $90,274-56.8% |
| Participation rate | 93.8% | 82.9%+10.9pp | 78.4%+15.4pp | 73.4%+20.5pp |
| Annual return | 17.53% | 18.97%-1.4pp | 34.90%-17.4pp | 53.97%-36.4pp |
| Employer contribution / active EE | $2,336 | $3,201-27.0% | $3,540-34.0% | $2,523-7.4% |
| Participant deferral / active EE | $3,191 | $5,231-39.0% | $6,024-47.0% | $4,231-24.6% |
| Admin fee / account holder | $95 | $100-5.2% | $7,927-98.8% | $114-16.6% |