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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,727 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,442 | $50,815-46.0% | $155,509-82.4% | $77,643-64.7% |
| Participation rate | 25.3% | 63.1%-37.8pp | 78.2%-52.8pp | 70.6%-45.2pp |
| Annual return | 15.27% | 34.80%-19.5pp | 64.67%-49.4pp | 31.24%-16.0pp |
| Employer contribution / active EE | $42 | $1,993-97.9% | $4,672-99.1% | $2,726-98.5% |
| Participant deferral / active EE | $1,417 | $2,822-49.8% | $5,626-74.8% | $4,647-69.5% |
| Admin fee / account holder | $60 | $437-86.3% | $15,912-99.6% | $430-86.1% |