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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $525 |
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).
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 | $31,774 | $50,666-37.3% | $76,823-58.6% | $65,185-51.3% |
| Participation rate | 27.2% | 68.8%-41.6pp | 72.1%-44.9pp | 70.2%-43.0pp |
| Annual return | 16.06% | 28.51%-12.5pp | 1166.42%-1150.4pp | 29.38%-13.3pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,310 | $2,647-50.5% | $3,336-60.7% | $3,514-62.7% |
| Admin fee / account holder | $0 | $463-100.0% | $6,422-100.0% | $847-100.0% |