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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,435 | $64,919-67.0% | $392,568-94.5% | $65,185-67.1% |
| Participation rate | 40.8% | 72.0%-31.2pp | 78.1%-37.3pp | 70.2%-29.4pp |
| Annual return | 22.10% | 26.09%-4.0pp | 24.42%-2.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $0 | $2,374-100.0% | $3,783-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,192 | $3,668-40.2% | $5,985-63.4% | $3,514-37.6% |
| Admin fee / account holder | $129 | $634-79.7% | $6,260-97.9% | $847-84.8% |