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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $585 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,027 | $23,224+63.7% | $71,086-46.5% | $55,725-31.8% |
| Participation rate | 6.8% | 37.9%-31.1pp | 54.7%-47.9pp | 70.9%-64.1pp |
| Annual return | -6.57% | -2.87%-3.7pp | 650.59%-657.2pp | 244.93%-251.5pp |
| Employer contribution / active EE | $109 | $436-75.1% | $1,088-90.0% | $2,078-94.8% |
| Participant deferral / active EE | $304 | $929-67.3% | $1,874-83.8% | $3,356-91.0% |
| Admin fee / account holder | $13 | $118-89.2% | $3,082-99.6% | $115-89.0% |