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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,818 | $45,031-64.9% | $84,966-81.4% | $77,643-79.6% |
| Participation rate | 41.9% | 48.7%-6.8pp | 67.5%-25.6pp | 70.6%-28.7pp |
| Annual return | 14.88% | 79.22%-64.3pp | 66.38%-51.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $129 | $1,609-92.0% | $2,727-95.3% | $2,726-95.3% |
| Participant deferral / active EE | $2,064 | $2,807-26.5% | $4,519-54.3% | $4,647-55.6% |
| Admin fee / account holder | $27 | $912-97.0% | $6,149-99.6% | $430-93.7% |