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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5+ years Filed as: ASCENSUS TRUST COMPANY Service code 15 · EIN 45-0404698 | Recordkeeping | $2,250 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,287 | $31,679+20.9% | $74,701-48.7% | $65,185-41.3% |
| Participation rate | 26.3% | 40.4%-14.1pp | 54.5%-28.2pp | 70.2%-43.9pp |
| Annual return | 14.75% | 39.04%-24.3pp | 752.92%-738.2pp | 29.38%-14.6pp |
| Employer contribution / active EE | $920 | $566+62.5% | $1,084-15.1% | $2,177-57.7% |
| Participant deferral / active EE | $2,385 | $1,191+100.3% | $1,964+21.5% | $3,514-32.1% |
| Admin fee / account holder | $19 | $379-95.0% | $3,333-99.4% | $847-97.8% |