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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,940 | $89,652-65.5% | $141,191-78.1% | $65,185-52.5% |
| Participation rate | 7.0% | 74.7%-67.7pp | 82.5%-75.5pp | 70.2%-63.2pp |
| Annual return | 37.46% | 32.79%+4.7pp | 71.41%-33.9pp | 29.38%+8.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $740 | $5,691-87.0% | $6,710-89.0% | $3,514-78.9% |
| Admin fee / account holder | $209 | $569-63.2% | $10,264-98.0% | $847-75.3% |