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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.
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 | $36,002-10.0% | $161,489-79.9% | $64,728-49.9% |
| Participation rate | 58.6% | 57.4%+1.1pp | 78.7%-20.1pp | 57.9%+0.7pp |
| Annual return | 11.23% | 33.93%-22.7pp | 89.72%-78.5pp | 49.38%-38.2pp |
| Employer contribution / active EE | $1,180 | $1,380-14.4% | $4,268-72.3% | $2,243-47.4% |
| Participant deferral / active EE | $1,618 | $1,815-10.8% | $5,630-71.3% | $2,729-40.7% |
| Admin fee / account holder | $170 | $931-81.7% | $16,006-98.9% | $1,145-85.2% |