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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,275 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,498 | $82,130-79.9% | $453,569-96.4% | $79,391-79.2% |
| Participation rate | 75.5% | 73.4%+2.1pp | 78.0%-2.5pp | 70.7%+4.8pp |
| Annual return | 16.87% | 345.31%-328.4pp | 64.43%-47.6pp | 116.88%-100.0pp |
| Employer contribution / active EE | $1,170 | $2,659-56.0% | $4,072-71.3% | $2,428-51.8% |
| Participant deferral / active EE | $3,125 | $4,314-27.6% | $6,211-49.7% | $4,046-22.8% |
| Admin fee / account holder | $9 | $531-98.2% | $11,214-99.9% | $627-98.5% |