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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,464 | $122,114-84.1% | $96,171-79.8% | $101,555-80.8% |
| Participation rate | 2.6% | 40.2%-37.6pp | 68.4%-65.9pp | 74.5%-72.0pp |
| Annual return | 17.19% | 22.60%-5.4pp | 192.04%-174.9pp | 21.00%-3.8pp |
| Employer contribution / active EE | $52 | $938-94.5% | $2,799-98.2% | $2,972-98.3% |
| Participant deferral / active EE | $83 | $2,166-96.2% | $4,350-98.1% | $4,874-98.3% |
| Admin fee / account holder | $106 | $1,652-93.6% | $5,538-98.1% | $139-24.2% |