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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,976 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,566 |
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 | $11,167 | $30,086-62.9% | $61,399-81.8% | $64,814-82.8% |
| Participation rate | 28.3% | 36.4%-8.1pp | 52.6%-24.3pp | 71.5%-43.2pp |
| Annual return | -17.89% | -13.99%-3.9pp | 338.81%-356.7pp | 32.84%-50.7pp |
| Employer contribution / active EE | $509 | $536-5.0% | $1,159-56.1% | $2,507-79.7% |
| Participant deferral / active EE | $888 | $1,126-21.1% | $2,124-58.2% | $4,310-79.4% |
| Admin fee / account holder | $136 | $148-8.1% | $2,131-93.6% | $188-27.5% |