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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,197 |
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 | $12,323 | $50,919-75.8% | $155,556-92.1% | $77,762-84.2% |
| Participation rate | 32.1% | 63.1%-31.0pp | 78.2%-46.2pp | 70.6%-38.5pp |
| Annual return | 17.76% | 34.84%-17.1pp | 64.84%-47.1pp | 31.27%-13.5pp |
| Employer contribution / active EE | $593 | $1,991-70.2% | $4,675-87.3% | $2,728-78.3% |
| Participant deferral / active EE | $1,252 | $2,824-55.7% | $5,631-77.8% | $4,651-73.1% |
| Admin fee / account holder | $11 | $437-97.4% | $15,885-99.9% | $433-97.4% |