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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE & CO LLC Service code 10 813 WEST SECOND STREET · SEYMOUR, IN 47274 | Accounting | $10,750 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,146 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,615 | $84,487-69.7% | $125,358-79.6% | $66,923-61.7% |
| Participation rate | 53.7% | 76.4%-22.7pp | 82.4%-28.7pp | 69.8%-16.1pp |
| Annual return | -18.16% | -8.39%-9.8pp | 572.03%-590.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,147 | $3,553-67.7% | $4,814-76.2% | $2,545-54.9% |
| Participant deferral / active EE | $2,182 | $6,781-67.8% | $7,447-70.7% | $4,237-48.5% |
| Admin fee / account holder | $116 | $685-83.0% | $10,007-98.8% | $593-80.4% |