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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,680 |
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 | $34,734 | $62,928-44.8% | $172,755-79.9% | $67,579-48.6% |
| Participation rate | 44.3% | 64.5%-20.1pp | 82.6%-38.3pp | 71.3%-26.9pp |
| Annual return | 2.74% | 30.36%-27.6pp | 802.94%-800.2pp | 378.56%-375.8pp |
| Employer contribution / active EE | $645 | $1,636-60.6% | $5,144-87.5% | $2,148-70.0% |
| Participant deferral / active EE | $1,036 | $2,145-51.7% | $5,198-80.1% | $3,539-70.7% |
| Admin fee / account holder | $2 | $167-98.6% | $13,955-100.0% | $142-98.3% |