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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $36,921 | $40,174-8.1% | $84,020-56.1% | $67,579-45.4% |
| Participation rate | 38.1% | 62.7%-24.6pp | 69.0%-30.9pp | 71.3%-33.2pp |
| Annual return | 21.28% | 25.82%-4.5pp | 71.31%-50.0pp | 378.56%-357.3pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $853 | $2,301-62.9% | $3,239-73.7% | $3,539-75.9% |
| Admin fee / account holder | $160 | $128+24.5% | $6,101-97.4% | $142+12.3% |