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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,325 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,661 | $101,653-73.8% | $147,080-81.9% | $74,459-64.2% |
| Participation rate | 46.2% | 75.6%-29.3pp | 82.2%-36.0pp | 67.2%-21.0pp |
| Annual return | 15.39% | 8754.98%-8739.6pp | 420.17%-404.8pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $1,840 | $3,813-51.7% | $4,933-62.7% | $2,626-29.9% |
| Participant deferral / active EE | $3,152 | $7,304-56.9% | $8,066-60.9% | $4,350-27.5% |
| Admin fee / account holder | $34 | $1,752-98.1% | $12,989-99.7% | $1,945-98.3% |