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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,823 |
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 | $5,398 | $27,639-80.5% | $61,501-91.2% | $68,490-92.1% |
| Participation rate | 93.5% | 39.5%+54.0pp | 52.6%+40.9pp | 67.9%+25.6pp |
| Annual return | -18.30% | -13.19%-5.1pp | 339.04%-357.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $796 | $696+14.4% | $1,160-31.4% | $2,597-69.3% |
| Participant deferral / active EE | $1,651 | $1,264+30.7% | $2,125-22.3% | $4,028-59.0% |
| Admin fee / account holder | $23 | $2,012-98.8% | $2,132-98.9% | $5,403-99.6% |