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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,424 |
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 | $36,877 | $59,839-38.4% | $81,988-55.0% | $79,858-53.8% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.3%-12.1pp | 69.6%-12.5pp |
| Annual return | 11.35% | 17.56%-6.2pp | 41.31%-30.0pp | 31.72%-20.4pp |
| Employer contribution / active EE | $927 | $1,713-45.9% | $2,498-62.9% | $2,471-62.5% |
| Participant deferral / active EE | $641 | $2,695-76.2% | $3,722-82.8% | $3,740-82.8% |
| Admin fee / account holder | $42 | $4,287-99.0% | $5,665-99.3% | $5,306-99.2% |