Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSION CAPITAL ADVISORS INC1+ years Filed as: ASCENSION CAPITAL ADVISORS Service code 15 | Recordkeeping | $13,554 |
THE VANGUARD GROUP, INC.1+ years Service code 15 | Recordkeeping | $9,336 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING Service code 15 | Recordkeeping | $5,953 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,124 | $55,446-0.6% | $155,574-64.6% | $74,429-25.9% |
| Participation rate | 90.4% | 61.9%+28.5pp | 78.2%+12.2pp | 67.2%+23.2pp |
| Annual return | 0.00% | 269.20%-269.2pp | 64.87%-64.9pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $6,373 | $2,266+181.2% | $4,676+36.3% | $2,625+142.8% |
| Participant deferral / active EE | $4,418 | $2,836+55.8% | $5,629-21.5% | $4,348+1.6% |
| Admin fee / account holder | $344 | $1,743-80.3% | $15,914-97.8% | $1,944-82.3% |