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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,679 | $54,717-54.9% | $86,216-71.4% | $71,511-65.5% |
| Participation rate | 49.5% | 60.1%-10.6pp | 69.0%-19.4pp | 67.9%-18.4pp |
| Annual return | 18.73% | 20.07%-1.3pp | 1169.42%-1150.7pp | 28.86%-10.1pp |
| Employer contribution / active EE | $520 | $1,267-58.9% | $2,382-78.1% | $2,589-79.9% |
| Participant deferral / active EE | $2,465 | $3,110-20.7% | $3,986-38.2% | $4,291-42.5% |
| Admin fee / account holder | $17 | $1,922-99.1% | $6,853-99.8% | $1,588-98.9% |