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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,504 |
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 | $34,843 | $58,234-40.2% | $81,783-57.4% | $80,874-56.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 16.99% | 41.70%-24.7pp | 775.05%-758.1pp | 35.62%-18.6pp |
| Employer contribution / active EE | $855 | $2,341-63.5% | $2,913-70.7% | $2,756-69.0% |
| Participant deferral / active EE | $5,401 | $3,283+64.5% | $4,320+25.0% | $4,297+25.7% |
| Admin fee / account holder | $26 | $4,982-99.5% | $7,380-99.7% | $6,935-99.6% |