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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,705 |
Participant contribution per participant 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 | $14,956 | $70,002-78.6% | $115,038-87.0% | $52,331-71.4% |
| Participation rate | 93.5% | 72.1%+21.4pp | 81.4%+12.2pp | 68.1%+25.4pp |
| Annual return | 1.60% | 4.04%-2.4pp | 26.14%-24.5pp | 4.54%-2.9pp |
| Employer contribution / active EE | $1,363 | $2,715-49.8% | $4,608-70.4% | $1,882-27.6% |
| Participant deferral / active EE | $1,365 | $4,920-72.2% | $6,026-77.3% | $3,022-54.8% |
| Admin fee / account holder | $75 | $566-86.8% | $8,175-99.1% | $592-87.4% |