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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,901 | $66,302-30.8% | $110,241-58.4% | $56,287-18.5% |
| Participation rate | 33.3% | 74.9%-41.6pp | 79.8%-46.5pp | 69.9%-36.5pp |
| Annual return | -7.71% | -1.18%-6.5pp | 314.75%-322.5pp | -9.96%+2.2pp |
| Employer contribution / active EE | $712 | $2,047-65.2% | $3,827-81.4% | $2,111-66.3% |
| Participant deferral / active EE | $1,854 | $3,381-45.2% | $4,672-60.3% | $3,350-44.7% |
| Admin fee / account holder | $70 | $698-90.0% | $8,548-99.2% | $521-86.6% |