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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $405 |
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).
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 | $24,720 | $37,436-34.0% | $77,513-68.1% | $79,858-69.0% |
| Participation rate | 22.6% | 41.5%-18.9pp | 54.2%-31.6pp | 69.6%-47.1pp |
| Annual return | 4.80% | 39.75%-34.9pp | 54.81%-50.0pp | 31.72%-26.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $848 | $1,261-32.7% | $1,861-54.4% | $3,740-77.3% |
| Admin fee / account holder | $16 | $2,505-99.4% | $2,859-99.4% | $5,306-99.7% |