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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 11-3665754 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,743 | $81,276-73.2% | $155,574-86.0% | $80,925-73.1% |
| Participation rate | 78.5% | 66.2%+12.2pp | 78.2%+0.3pp | 67.7%+10.8pp |
| Annual return | 12.08% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,526 | $3,103-50.8% | $4,676-67.4% | $2,756-44.6% |
| Participant deferral / active EE | $3,924 | $3,453+13.7% | $5,629-30.3% | $4,299-8.7% |
| Admin fee / account holder | $58 | $7,993-99.3% | $15,914-99.6% | $6,940-99.2% |