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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $2,874 |
CADARET GRANT & CO INC3 years Service code 53 · EIN 22-2361254 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,641 | $130,294-65.7% | $170,043-73.7% | $71,511-37.6% |
| Participation rate | 55.4% | 86.2%-30.8pp | 87.0%-31.6pp | 67.9%-12.6pp |
| Annual return | 22.29% | 20.36%+1.9pp | 53.40%-31.1pp | 28.86%-6.6pp |
| Employer contribution / active EE | $2,657 | $4,385-39.4% | $6,790-60.9% | $2,589+2.6% |
| Participant deferral / active EE | $4,710 | $6,928-32.0% | $10,410-54.8% | $4,291+9.8% |
| Admin fee / account holder | $13 | $966-98.7% | $12,824-99.9% | $1,588-99.2% |