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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $21 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,577 | $59,191-48.3% | $76,767-60.2% | $56,289-45.7% |
| Participation rate | 8.3% | 75.2%-66.9pp | 77.0%-68.6pp | 69.9%-61.5pp |
| Annual return | -5.46% | 6.62%-12.1pp | 2.43%-7.9pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $330 | $3,255-89.9% | $3,852-91.4% | $3,350-90.1% |
| Admin fee / account holder | $2 | $489-99.7% | $6,675-100.0% | $521-99.7% |