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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,299 |
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 | $10,685 | $43,717-75.6% | $81,473-86.9% | $77,958-86.3% |
| Participation rate | 6.5% | 42.5%-36.0pp | 68.0%-61.5pp | 71.6%-65.2pp |
| Annual return | 20.68% | 23.83%-3.1pp | 38.78%-18.1pp | 20.87%-0.2pp |
| Employer contribution / active EE | $146 | $919-84.1% | $2,568-94.3% | $2,310-93.7% |
| Participant deferral / active EE | $231 | $1,783-87.0% | $3,537-93.5% | $3,537-93.5% |
| Admin fee / account holder | $26 | $108-75.7% | $4,561-99.4% | $97-73.1% |