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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,224 |
LPL FINANCIAL1 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $9,561 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,616 | $80,753-55.9% | $136,298-73.9% | $62,293-42.8% |
| Participation rate | 37.8% | 73.5%-35.7pp | 81.9%-44.1pp | 69.5%-31.7pp |
| Annual return | 36.66% | 35.83%+0.8pp | 5156.27%-5119.6pp | 28.90%+7.8pp |
| Employer contribution / active EE | $903 | $2,884-68.7% | $4,696-80.8% | $2,042-55.8% |
| Participant deferral / active EE | $1,415 | $5,164-72.6% | $6,247-77.4% | $3,169-55.4% |
| Admin fee / account holder | $204 | $525-61.2% | $9,244-97.8% | $479-57.4% |