Filed August 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $29,344 | $37,196-21.1% | $154,111-81.0% | $55,725-47.3% |
| Participation rate | 18.1% | 64.1%-46.0pp | 83.0%-64.9pp | 70.9%-52.7pp |
| Annual return | -6.96% | 1319.68%-1326.6pp | 735.18%-742.1pp | 244.93%-251.9pp |
| Employer contribution / active EE | $659 | $1,614-59.2% | $5,298-87.6% | $2,078-68.3% |
| Participant deferral / active EE | $1,317 | $2,068-36.3% | $5,081-74.1% | $3,356-60.7% |
| Admin fee / account holder | $13 | $102-87.3% | $13,411-99.9% | $115-88.8% |