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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,243 |
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 | $27,755 | $65,092-57.4% | $143,799-80.7% | $66,938-58.5% |
| Participation rate | 93.5% | 65.2%+28.3pp | 80.3%+13.2pp | 69.8%+23.7pp |
| Annual return | -15.28% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,980 | $2,362-16.1% | $4,952-60.0% | $2,545-22.2% |
| Participant deferral / active EE | $2,990 | $2,920+2.4% | $5,638-47.0% | $4,238-29.4% |
| Admin fee / account holder | $161 | $502-67.9% | $14,677-98.9% | $594-72.9% |