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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,875 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,859 | $57,384-70.6% | $106,387-84.2% | $56,289-70.0% |
| Participation rate | 36.7% | 71.3%-34.7pp | 77.5%-40.8pp | 69.9%-33.2pp |
| Annual return | -9.24% | 5.91%-15.2pp | 0.25%-9.5pp | -9.96%+0.7pp |
| Employer contribution / active EE | $0 | $2,348-100.0% | $3,520-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,698 | $3,799-55.3% | $5,421-68.7% | $3,350-49.3% |
| Admin fee / account holder | $118 | $566-79.3% | $7,510-98.4% | $521-77.4% |