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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,216 | $39,859-61.8% | $78,676-80.7% | $57,658-73.6% |
| Participation rate | 29.7% | 66.1%-36.4pp | 73.6%-43.9pp | 70.2%-40.5pp |
| Annual return | 7.74% | 18.96%-11.2pp | 62.19%-54.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $93 | $1,786-94.8% | $2,850-96.7% | $1,974-95.3% |
| Participant deferral / active EE | $614 | $2,248-72.7% | $3,517-82.5% | $3,061-79.9% |
| Admin fee / account holder | $18 | $76-76.7% | $4,510-99.6% | $95-81.2% |