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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,360 |
CAMPBELL TAYLOR WASHBURN1 year Filed as: CAMPBELL, RAPPOLD & YURASITS LLP Service code 10 1033 S. CEDAR CREST BLVD. · ALLENTOWN, PA 18103 | Accounting | $8,800 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,405 | $46,464-30.3% | $150,298-78.4% | $79,634-59.3% |
| Participation rate | 58.6% | 57.0%+1.6pp | 77.8%-19.2pp | 62.5%-3.9pp |
| Annual return | 11.23% | 27.89%-16.7pp | 62.79%-51.6pp | 36.46%-25.2pp |
| Employer contribution / active EE | $1,180 | $1,512-21.9% | $4,154-71.6% | $2,529-53.3% |
| Participant deferral / active EE | $1,618 | $2,157-25.0% | $5,453-70.3% | $3,835-57.8% |
| Admin fee / account holder | $170 | $891-80.9% | $14,116-98.8% | $1,002-83.0% |