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 Service code 15 · EIN 11-3665754 | Recordkeeping | $4,110 |
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 | $90,209 | $60,165+49.9% | $74,184+21.6% | $55,167+63.5% |
| Participation rate | 98.0% | 74.2%+23.8pp | 76.6%+21.4pp | 69.0%+29.0pp |
| Annual return | 7.13% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $3,983 | $1,600+149.0% | $2,370+68.0% | $1,963+102.9% |
| Participant deferral / active EE | $3,968 | $2,973+33.5% | $3,550+11.8% | $3,054+29.9% |
| Admin fee / account holder | $10 | $419-97.6% | $5,586-99.8% | $504-98.0% |