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 LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $17,500 |
CAMPBELL TAYLOR & COMPANY7+ years Service code 10 · EIN 68-0251243 | Accounting | $17,138 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,069 | $63,768-29.3% | $98,483-54.2% | $79,391-43.2% |
| Participation rate | 93.5% | 69.9%+23.7pp | 73.3%+20.2pp | 70.7%+22.8pp |
| Annual return | 0.67% | 626.18%-625.5pp | 1494.38%-1493.7pp | 116.88%-116.2pp |
| Employer contribution / active EE | $12,258 | $2,558+379.3% | $2,961+314.0% | $2,428+404.9% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $113 | $516-78.0% | $5,953-98.1% | $627-81.9% |