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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,815 | $50,820+15.7% | $155,567-62.2% | $77,671-24.3% |
| Participation rate | 39.9% | 63.1%-23.3pp | 78.2%-38.3pp | 70.6%-30.7pp |
| Annual return | 12.83% | 34.85%-22.0pp | 64.74%-51.9pp | 31.21%-18.4pp |
| Employer contribution / active EE | $884 | $1,993-55.6% | $4,674-81.1% | $2,726-67.6% |
| Participant deferral / active EE | $1,484 | $2,823-47.4% | $5,628-73.6% | $4,648-68.1% |
| Admin fee / account holder | $53 | $436-87.9% | $15,916-99.7% | $430-87.7% |