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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,915 |
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 | $25,386 | $73,532-65.5% | $178,505-85.8% | $74,478-65.9% |
| Participation rate | 55.6% | 66.6%-11.0pp | 77.1%-21.6pp | 67.2%-11.7pp |
| Annual return | 15.45% | 17.49%-2.0pp | 27.16%-11.7pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $1,390 | $2,221-37.4% | $3,955-64.8% | $2,626-47.1% |
| Participant deferral / active EE | $2,528 | $4,519-44.0% | $6,280-59.7% | $4,350-41.9% |
| Admin fee / account holder | $44 | $1,813-97.6% | $10,428-99.6% | $1,946-97.7% |