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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,490 | $96,236-53.8% | $133,698-66.7% | $80,959-45.0% |
| Participation rate | 49.4% | 71.2%-21.8pp | 76.4%-27.1pp | 67.7%-18.3pp |
| Annual return | 10.67% | 28.74%-18.1pp | 580.90%-570.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,218-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,668 | $5,709-18.2% | $7,016-33.5% | $4,300+8.6% |
| Admin fee / account holder | $175 | $8,250-97.9% | $6,703-97.4% | $6,925-97.5% |