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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,855 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $19,822 | $89,225-77.8% | $133,698-85.2% | $74,478-73.4% |
| Participation rate | 78.6% | 69.4%+9.1pp | 76.4%+2.2pp | 67.2%+11.3pp |
| Annual return | 10.45% | 22.76%-12.3pp | 580.90%-570.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $434 | $2,816-84.6% | $4,218-89.7% | $2,626-83.5% |
| Participant deferral / active EE | $4,335 | $4,597-5.7% | $7,016-38.2% | $4,350-0.3% |
| Admin fee / account holder | $23 | $1,545-98.5% | $6,703-99.7% | $1,946-98.8% |