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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,956 | $60,119-36.9% | $90,430-58.0% | $79,858-52.5% |
| Participation rate | 61.5% | 65.0%-3.4pp | 72.7%-11.1pp | 69.6%-8.1pp |
| Annual return | 18.70% | 71.94%-53.2pp | 1293.73%-1275.0pp | 31.72%-13.0pp |
| Employer contribution / active EE | $713 | $2,068-65.5% | $3,262-78.1% | $2,471-71.1% |
| Participant deferral / active EE | $3,305 | $2,938+12.5% | $3,963-16.6% | $3,740-11.6% |
| Admin fee / account holder | $42 | $3,976-98.9% | $5,613-99.2% | $5,306-99.2% |