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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $885 |
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).
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 | $33,110 | $37,196-11.0% | $154,111-78.5% | $55,725-40.6% |
| Participation rate | 35.0% | 64.1%-29.1pp | 83.0%-48.0pp | 70.9%-35.8pp |
| Annual return | 9.29% | 1319.68%-1310.4pp | 735.18%-725.9pp | 244.93%-235.6pp |
| Employer contribution / active EE | $496 | $1,614-69.3% | $5,298-90.6% | $2,078-76.1% |
| Participant deferral / active EE | $794 | $2,068-61.6% | $5,081-84.4% | $3,356-76.3% |
| Admin fee / account holder | $4 | $102-96.4% | $13,411-100.0% | $115-96.8% |