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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,326 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,042 | $75,183-65.4% | $123,894-79.0% | $55,167-52.8% |
| Participation rate | 44.6% | 72.8%-28.2pp | 81.4%-36.8pp | 69.0%-24.4pp |
| Annual return | 7.95% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $616 | $2,823-78.2% | $4,617-86.7% | $1,963-68.6% |
| Participant deferral / active EE | $1,835 | $5,084-63.9% | $5,984-69.3% | $3,054-39.9% |
| Admin fee / account holder | $174 | $663-73.8% | $8,357-97.9% | $504-65.5% |