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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 | $86,795-78.0% | $67,681-71.8% | $64,728-70.5% |
| Participation rate | 45.9% | 71.7%-25.7pp | 73.7%-27.8pp | 57.9%-12.0pp |
| Annual return | 15.96% | 12.58%+3.4pp | 590.58%-574.6pp | 49.38%-33.4pp |
| Employer contribution / active EE | $1,125 | $2,837-60.3% | $2,678-58.0% | $2,243-49.8% |
| Participant deferral / active EE | $1,794 | $3,430-47.7% | $3,976-54.9% | $2,729-34.3% |
| Admin fee / account holder | $13 | $238-94.4% | $6,100-99.8% | $1,145-98.8% |