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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER WEALTH MANAGEMENT2+ years Service code 27 · EIN 26-0236753 | Advisory (Plan) | $20,752 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,455 |
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 | $21,581 | $44,425-51.4% | $67,834-68.2% | $55,167-60.9% |
| Participation rate | 95.0% | 59.7%+35.3pp | 68.8%+26.2pp | 69.0%+26.0pp |
| Annual return | 10.30% | 17.80%-7.5pp | 138.47%-128.2pp | 169.23%-158.9pp |
| Employer contribution / active EE | $1,918 | $1,351+41.9% | $2,403-20.2% | $1,963-2.3% |
| Participant deferral / active EE | $5,378 | $2,166+148.3% | $3,160+70.2% | $3,054+76.1% |
| Admin fee / account holder | $131 | $530-75.3% | $4,622-97.2% | $504-74.0% |