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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,405 | $50,982-36.4% | $154,803-79.1% | $85,563-62.1% |
| Participation rate | 58.6% | 59.8%-1.2pp | 78.1%-19.5pp | 66.0%-7.4pp |
| Annual return | 11.23% | 30.35%-19.1pp | 58.88%-47.7pp | 31.51%-20.3pp |
| Employer contribution / active EE | $1,180 | $1,708-30.9% | $4,305-72.6% | $2,654-55.5% |
| Participant deferral / active EE | $1,618 | $2,474-34.6% | $5,540-70.8% | $4,375-63.0% |
| Admin fee / account holder | $170 | $846-79.9% | $14,329-98.8% | $834-79.6% |