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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,364 |
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).
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 | $16,436 | $62,928-73.9% | $172,739-90.5% | $67,579-75.7% |
| Participation rate | 72.9% | 64.5%+8.5pp | 82.6%-9.7pp | 71.3%+1.7pp |
| Annual return | 7.61% | 30.36%-22.8pp | 802.84%-795.2pp | 378.56%-371.0pp |
| Employer contribution / active EE | $1,497 | $1,636-8.5% | $5,143-70.9% | $2,148-30.3% |
| Participant deferral / active EE | $1,056 | $2,145-50.8% | $5,198-79.7% | $3,539-70.2% |
| Admin fee / account holder | $33 | $167-80.1% | $13,954-99.8% | $142-76.7% |