Filed July 11, 2025
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 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,010 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,930 | $63,314-52.7% | $91,004-67.1% | $62,293-52.0% |
| Participation rate | 83.3% | 73.3%+10.0pp | 75.6%+7.7pp | 69.5%+13.8pp |
| Annual return | 17.33% | 21.00%-3.7pp | 4.60%+12.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,494 | $1,807-17.3% | $2,456-39.2% | $2,042-26.8% |
| Participant deferral / active EE | $3,921 | $2,944+33.2% | $3,548+10.5% | $3,169+23.7% |
| Admin fee / account holder | $12 | $468-97.5% | $5,417-99.8% | $479-97.6% |