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 | $196,463 |
Annual investment return 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 | $60,109 | $43,717+37.5% | $81,473-26.2% | $77,958-22.9% |
| Participation rate | 94.0% | 42.5%+51.5pp | 68.0%+26.0pp | 71.6%+22.3pp |
| Annual return | 10.87% | 23.83%-13.0pp | 38.78%-27.9pp | 20.87%-10.0pp |
| Employer contribution / active EE | $1,884 | $919+105.0% | $2,568-26.6% | $2,310-18.5% |
| Participant deferral / active EE | $4,361 | $1,783+144.6% | $3,537+23.3% | $3,537+23.3% |
| Admin fee / account holder | $138 | $108+28.1% | $4,561-97.0% | $97+42.0% |