Filed May 27, 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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,980 |
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 | $93,583 | $46,732+100.3% | $156,551-40.2% | $55,167+69.6% |
| Participation rate | 84.5% | 65.8%+18.7pp | 84.0%+0.5pp | 69.0%+15.5pp |
| Annual return | 7.92% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,722 | $2,105-18.2% | $5,501-68.7% | $1,963-12.3% |
| Participant deferral / active EE | $5,919 | $2,204+168.5% | $4,871+21.5% | $3,054+93.8% |
| Admin fee / account holder | $14 | $418-96.7% | $13,028-99.9% | $504-97.3% |