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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $15,959 |
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 | $14,961 | $45,082-66.8% | $69,464-78.5% | $72,975-79.5% |
| Participation rate | 93.7% | 68.5%+25.2pp | 74.6%+19.1pp | 69.5%+24.2pp |
| Annual return | 12.24% | 22.66%-10.4pp | 28.98%-16.7pp | 81.01%-68.8pp |
| Employer contribution / active EE | $739 | $2,055-64.0% | $2,779-73.4% | $2,440-69.7% |
| Participant deferral / active EE | $3,595 | $2,604+38.1% | $3,536+1.7% | $3,608-0.4% |
| Admin fee / account holder | $122 | $3,057-96.0% | $3,840-96.8% | $5,124-97.6% |