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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,232 |
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).
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 | $40,807 | $78,422-48.0% | $95,952-57.5% | $79,858-48.9% |
| Participation rate | 45.3% | 73.5%-28.2pp | 77.1%-31.8pp | 69.6%-24.4pp |
| Annual return | 13.28% | 19.37%-6.1pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $827 | $1,945-57.5% | $2,541-67.5% | $2,471-66.5% |
| Participant deferral / active EE | $1,427 | $3,440-58.5% | $4,167-65.8% | $3,740-61.8% |
| Admin fee / account holder | $147 | $5,622-97.4% | $6,795-97.8% | $5,306-97.2% |