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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,530 |
Employer 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 | $53,016 | $49,073+8.0% | $75,670-29.9% | - |
| Participation rate | 75.8% | 76.4%-0.6pp | 72.3%+3.4pp | - |
| Annual return | 16.31% | 26.22%-9.9pp | 27.34%-11.0pp | - |
| Employer contribution / active EE | $1,196 | $3,349-64.3% | $2,352-49.2% | - |
| Participant deferral / active EE | $2,239 | $2,605-14.1% | $3,142-28.7% | - |
| Admin fee / account holder | $17 | $1,816-99.1% | $5,800-99.7% | - |