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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,980 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,241 | $73,102-66.8% | $123,549-80.4% | $56,287-56.9% |
| Participation rate | 76.3% | 74.3%+1.9pp | 82.3%-6.0pp | 69.9%+6.4pp |
| Annual return | -4.20% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,704 | $2,977-42.7% | $4,628-63.2% | $2,111-19.3% |
| Participant deferral / active EE | $5,329 | $5,423-1.7% | $6,426-17.1% | $3,350+59.1% |
| Admin fee / account holder | $13 | $554-97.6% | $9,284-99.9% | $521-97.5% |