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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,105 | $46,360-35.1% | $147,617-79.6% | $52,331-42.5% |
| Participation rate | 68.3% | 64.9%+3.4pp | 84.6%-16.3pp | 68.1%+0.2pp |
| Annual return | -0.62% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,977 | $2,126-7.0% | $5,564-64.5% | $1,882+5.1% |
| Participant deferral / active EE | $2,973 | $2,258+31.7% | $4,895-39.3% | $3,022-1.6% |
| Admin fee / account holder | $32 | $766-95.9% | $11,612-99.7% | $592-94.6% |