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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,420 | $69,305-37.4% | $82,312-47.2% | $69,631-37.6% |
| Participation rate | 97.0% | 80.3%+16.7pp | 76.9%+20.1pp | 70.7%+26.3pp |
| Annual return | 15.08% | 21.47%-6.4pp | 25.88%-10.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $2,245 | $1,887+19.0% | $2,428-7.5% | $2,032+10.5% |
| Participant deferral / active EE | $1,578 | $3,568-55.8% | $3,706-57.4% | $3,224-51.1% |
| Admin fee / account holder | $25 | $97-74.2% | $5,608-99.6% | $110-77.3% |