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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $915 |
Employer contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,069 | $69,848-78.4% | $115,756-87.0% | $66,949-77.5% |
| Participation rate | 87.6% | 70.6%+17.0pp | 77.1%+10.5pp | 69.8%+17.8pp |
| Annual return | -9.74% | 969.66%-979.4pp | 143.14%-152.9pp | 1.57%-11.3pp |
| Employer contribution / active EE | $406 | $2,613-84.5% | $3,793-89.3% | $2,545-84.1% |
| Participant deferral / active EE | $4,153 | $4,274-2.8% | $6,254-33.6% | $4,239-2.0% |
| Admin fee / account holder | $7 | $337-98.0% | $8,124-99.9% | $594-98.9% |