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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,753 | $29,548-70.4% | $56,411-84.5% | $77,643-88.7% |
| Participation rate | 54.9% | 32.7%+22.2pp | 52.5%+2.4pp | 70.6%-15.7pp |
| Annual return | 14.99% | 19.01%-4.0pp | 1701.33%-1686.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $371 | $568-34.7% | $1,039-64.3% | $2,726-86.4% |
| Participant deferral / active EE | $855 | $1,061-19.4% | $1,952-56.2% | $4,647-81.6% |
| Admin fee / account holder | $24 | $1,046-97.7% | $2,829-99.2% | $430-94.4% |