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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,367 | $54,763-6.2% | $90,324-43.1% | $72,976-29.6% |
| Participation rate | 65.7% | 65.2%+0.6pp | 73.3%-7.6pp | 69.5%-3.8pp |
| Annual return | -26.94% | 30.63%-57.6pp | 78.15%-105.1pp | 81.02%-108.0pp |
| Employer contribution / active EE | $515 | $2,093-75.4% | $2,856-82.0% | $2,440-78.9% |
| Participant deferral / active EE | $3,728 | $2,887+29.1% | $3,885-4.0% | $3,608+3.3% |
| Admin fee / account holder | $236 | $3,973-94.1% | $5,356-95.6% | $5,124-95.4% |