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 | $4,490 |
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 | $75,995 | $54,320+39.9% | $67,652+12.3% | $52,331+45.2% |
| Participation rate | 92.6% | 73.6%+19.0pp | 75.7%+16.9pp | 68.1%+24.5pp |
| Annual return | -1.05% | 6.81%-7.9pp | 6625.40%-6626.5pp | 4.54%-5.6pp |
| Employer contribution / active EE | $3,070 | $1,544+98.9% | $2,266+35.5% | $1,882+63.2% |
| Participant deferral / active EE | $3,362 | $2,950+13.9% | $3,560-5.6% | $3,022+11.2% |
| Admin fee / account holder | $20 | $527-96.2% | $4,821-99.6% | $592-96.6% |