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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $37,615 | $50,464-25.5% | $75,784-50.4% | $52,331-28.1% |
| Participation rate | 46.0% | 66.8%-20.8pp | 75.8%-29.9pp | 68.1%-22.1pp |
| Annual return | -4.69% | 1.03%-5.7pp | 9.68%-14.4pp | 4.54%-9.2pp |
| Employer contribution / active EE | $624 | $1,988-68.6% | $3,323-81.2% | $1,882-66.8% |
| Participant deferral / active EE | $1,705 | $2,570-33.7% | $3,652-53.3% | $3,022-43.6% |
| Admin fee / account holder | $57 | $1,103-94.9% | $5,300-98.9% | $592-90.4% |