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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE & CO LLC Service code 10 2712 SOLUTION CENTER · CHICAGO, IL 60677 | Accounting | $10,250 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,430 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,140 | $104,497-72.1% | $159,487-81.7% | $79,389-63.3% |
| Participation rate | 49.4% | 76.6%-27.2pp | 82.8%-33.4pp | 70.7%-21.3pp |
| Annual return | 22.55% | 67.98%-45.4pp | 263.71%-241.2pp | 116.89%-94.3pp |
| Employer contribution / active EE | $947 | $3,418-72.3% | $4,831-80.4% | $2,428-61.0% |
| Participant deferral / active EE | $1,776 | $6,468-72.5% | $7,354-75.8% | $4,046-56.1% |
| Admin fee / account holder | $113 | $711-84.1% | $10,804-99.0% | $626-82.0% |