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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,635 |
Annual investment return 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).
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 | $13,615 | $39,245-65.3% | $64,105-78.8% | $52,331-74.0% |
| Participation rate | 73.0% | 58.2%+14.8pp | 68.2%+4.8pp | 68.1%+4.9pp |
| Annual return | -3.75% | 14.79%-18.5pp | 791.24%-795.0pp | 4.54%-8.3pp |
| Employer contribution / active EE | $241 | $736-67.3% | $1,820-86.8% | $1,882-87.2% |
| Participant deferral / active EE | $1,879 | $1,992-5.7% | $2,822-33.4% | $3,022-37.8% |
| Admin fee / account holder | $13 | $592-97.8% | $4,499-99.7% | $592-97.8% |