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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,244 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,774 | $39,036-85.2% | $80,784-92.9% | $85,851-93.3% |
| Participation rate | 98.6% | 41.6%+57.0pp | 54.2%+44.4pp | 69.3%+29.3pp |
| Annual return | 13.88% | 26.31%-12.4pp | 87.31%-73.4pp | 318.63%-304.8pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,475 | $1,326+11.2% | $2,145-31.3% | $3,952-62.7% |
| Admin fee / account holder | $11 | $2,429-99.6% | $3,380-99.7% | $6,261-99.8% |