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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 | $58,275-40.2% | $81,844-57.4% | $80,935-56.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 16.99% | 41.82%-24.8pp | 778.87%-761.9pp | 35.66%-18.7pp |
| Employer contribution / active EE | $855 | $2,346-63.6% | $2,916-70.7% | $2,757-69.0% |
| Participant deferral / active EE | $5,401 | $3,285+64.4% | $4,323+24.9% | $4,299+25.6% |
| Admin fee / account holder | $26 | $4,749-99.5% | $7,355-99.7% | $6,924-99.6% |