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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $51,609 | $86,341-40.2% | $125,195-58.8% | $65,186-20.8% |
| Participation rate | 59.6% | 75.3%-15.7pp | 79.8%-20.2pp | 70.2%-10.6pp |
| Annual return | 22.19% | 27.44%-5.3pp | 43.79%-21.6pp | 29.39%-7.2pp |
| Employer contribution / active EE | $147 | $2,040-92.8% | $3,866-96.2% | $2,177-93.2% |
| Participant deferral / active EE | $3,220 | $3,538-9.0% | $4,937-34.8% | $3,514-8.4% |
| Admin fee / account holder | $23 | $609-96.2% | $9,704-99.8% | $847-97.3% |