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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $0 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,084 | $84,045-77.3% | $77,361-75.3% | $69,255-72.4% |
| Participation rate | 45.9% | 71.8%-25.9pp | 75.0%-29.1pp | 69.0%-23.1pp |
| Annual return | 15.96% | 12.46%+3.5pp | 1011.54%-995.6pp | 26.73%-10.8pp |
| Employer contribution / active EE | $1,125 | $2,954-61.9% | $2,990-62.4% | $2,645-57.4% |
| Participant deferral / active EE | $1,794 | $3,349-46.4% | $3,911-54.1% | $2,890-37.9% |
| Admin fee / account holder | $13 | $239-94.4% | $5,894-99.8% | $733-98.2% |