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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,591 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,039 | $86,332-71.0% | $125,175-80.0% | $65,185-61.6% |
| Participation rate | 91.8% | 75.3%+16.5pp | 79.8%+12.0pp | 70.2%+21.6pp |
| Annual return | 23.35% | 27.43%-4.1pp | 43.79%-20.4pp | 29.38%-6.0pp |
| Employer contribution / active EE | $478 | $2,040-76.6% | $3,865-87.6% | $2,177-78.0% |
| Participant deferral / active EE | $2,394 | $3,537-32.3% | $4,937-51.5% | $3,514-31.9% |
| Admin fee / account holder | $63 | $609-89.6% | $9,702-99.3% | $847-92.5% |