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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,437 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,953 | $79,209-71.0% | $102,434-77.6% | $74,459-69.2% |
| Participation rate | 78.8% | 74.8%+4.0pp | 76.5%+2.3pp | 67.2%+11.6pp |
| Annual return | 14.36% | 54.98%-40.6pp | 29.46%-15.1pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $2,068 | $2,362-12.5% | $3,023-31.6% | $2,626-21.2% |
| Participant deferral / active EE | $2,124 | $4,417-51.9% | $5,055-58.0% | $4,350-51.2% |
| Admin fee / account holder | $19 | $2,002-99.1% | $9,462-99.8% | $1,945-99.0% |