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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,986 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,462 | $46,732-77.6% | $156,549-93.3% | $55,167-81.0% |
| Participation rate | 81.9% | 65.8%+16.1pp | 84.0%-2.1pp | 69.0%+12.9pp |
| Annual return | -0.20% | 17.72%-17.9pp | 32.23%-32.4pp | 169.23%-169.4pp |
| Employer contribution / active EE | $895 | $2,105-57.5% | $5,501-83.7% | $1,963-54.4% |
| Participant deferral / active EE | $1,120 | $2,204-49.2% | $4,871-77.0% | $3,054-63.3% |
| Admin fee / account holder | $24 | $418-94.3% | $13,027-99.8% | $504-95.3% |