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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $816 |
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).
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 | $23,300 | $73,638-68.4% | $95,964-75.7% | $73,497-68.3% |
| Participation rate | 38.1% | 76.2%-38.1pp | 77.1%-39.0pp | 70.7%-32.6pp |
| Annual return | 37.64% | 16.78%+20.9pp | 91.64%-54.0pp | 28.51%+9.1pp |
| Employer contribution / active EE | $811 | $1,863-56.5% | $2,541-68.1% | $2,270-64.3% |
| Participant deferral / active EE | $2,238 | $3,617-38.1% | $4,167-46.3% | $3,740-40.1% |
| Admin fee / account holder | $10 | $482-97.8% | $6,797-99.8% | $513-98.0% |