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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 | $101,591-73.8% | $147,096-81.9% | $74,429-64.2% |
| Participation rate | 46.2% | 75.5%-29.3pp | 82.2%-36.0pp | 67.2%-21.0pp |
| Annual return | 15.39% | 8746.45%-8731.1pp | 419.75%-404.4pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $1,840 | $3,813-51.7% | $4,936-62.7% | $2,625-29.9% |
| Participant deferral / active EE | $3,152 | $7,302-56.8% | $8,071-61.0% | $4,348-27.5% |
| Admin fee / account holder | $34 | $1,750-98.1% | $13,005-99.7% | $1,944-98.3% |