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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,539 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,689 | $88,122-74.3% | $141,191-83.9% | $67,579-66.4% |
| Participation rate | 59.4% | 76.5%-17.1pp | 82.5%-23.1pp | 71.3%-11.9pp |
| Annual return | 32.15% | 75.40%-43.3pp | 71.41%-39.3pp | 378.56%-346.4pp |
| Employer contribution / active EE | $1,837 | $3,224-43.0% | $4,736-61.2% | $2,148-14.5% |
| Participant deferral / active EE | $3,823 | $5,958-35.8% | $6,710-43.0% | $3,539+8.0% |
| Admin fee / account holder | $48 | $131-63.1% | $10,264-99.5% | $142-66.0% |