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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,490 |
Filed as: CBIZ ACI Service code 15 · EIN 31-1582098 | Recordkeeping | $1,611 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,725 | $58,888-19.0% | $178,498-73.3% | $73,493-35.1% |
| Participation rate | 45.6% | 66.2%-20.7pp | 81.9%-36.3pp | 70.7%-25.1pp |
| Annual return | 15.11% | 24.86%-9.8pp | 151.09%-136.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $824 | $2,236-63.1% | $5,011-83.6% | $2,270-63.7% |
| Participant deferral / active EE | $1,267 | $2,568-50.7% | $5,202-75.7% | $3,740-66.1% |
| Admin fee / account holder | $112 | $400-71.9% | $13,985-99.2% | $513-78.1% |