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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,092 |
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 | $6,414 | $30,599-79.0% | $74,577-91.4% | $57,658-88.9% |
| Participation rate | 14.9% | 49.1%-34.2pp | 68.1%-53.2pp | 70.2%-55.3pp |
| Annual return | 0.00% | 14.24%-14.2pp | 20.47%-20.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $331 | $1,000-66.9% | $2,525-86.9% | $1,974-83.3% |
| Participant deferral / active EE | $504 | $1,805-72.1% | $3,458-85.4% | $3,061-83.5% |
| Admin fee / account holder | $20 | $98-79.8% | $4,138-99.5% | $95-79.0% |