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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,785 | $54,590-30.8% | $81,716-53.8% | $73,493-48.6% |
| Participation rate | 29.4% | 68.3%-38.9pp | 72.0%-42.6pp | 70.7%-41.3pp |
| Annual return | 13.49% | 17.74%-4.2pp | 29.49%-16.0pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,577 | $2,759-42.8% | $7,108-77.8% | $3,740-57.8% |
| Admin fee / account holder | $14 | $592-97.7% | $5,159-99.7% | $513-97.4% |