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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,615 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,412 | $56,485-88.6% | $185,823-96.5% | $86,799-92.6% |
| Participation rate | 83.3% | 65.5%+17.8pp | 81.7%+1.6pp | 72.3%+11.0pp |
| Annual return | 26.11% | 118.04%-91.9pp | 122.05%-95.9pp | 97.91%-71.8pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,213 | $2,553-13.3% | $5,568-60.3% | $4,131-46.4% |
| Admin fee / account holder | $28 | $150-81.3% | $16,237-99.8% | $170-83.5% |