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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $510 |
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 | $55,035 | $29,369+87.4% | $77,513-29.0% | $73,412-25.0% |
| Participation rate | 5.9% | 37.9%-32.0pp | 54.2%-48.3pp | 72.2%-66.3pp |
| Annual return | 12.02% | 358.15%-346.1pp | 54.81%-42.8pp | 59.30%-47.3pp |
| Employer contribution / active EE | $58 | $406-85.8% | $987-94.2% | $2,234-97.4% |
| Participant deferral / active EE | $336 | $941-64.3% | $1,861-82.0% | $3,806-91.2% |
| Admin fee / account holder | $11 | $123-91.2% | $2,859-99.6% | $158-93.1% |