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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,638 |
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).
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 | $27,005 | $65,582-58.8% | $64,099-57.9% | $71,495-62.2% |
| Participation rate | 52.5% | 73.2%-20.7pp | 72.3%-19.8pp | 67.9%-15.4pp |
| Annual return | 16.11% | 18.96%-2.8pp | 33.70%-17.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $857 | $2,671-67.9% | $2,748-68.8% | $2,589-66.9% |
| Participant deferral / active EE | $2,788 | $3,628-23.1% | $3,881-28.2% | $4,291-35.0% |
| Admin fee / account holder | $118 | $616-80.9% | $3,070-96.2% | $1,588-92.6% |