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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,565 |
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,212 | $27,943-81.3% | $58,507-91.1% | $75,177-93.1% |
| Participation rate | 93.2% | 38.8%+54.4pp | 50.9%+42.4pp | 67.2%+26.0pp |
| Annual return | 13.70% | 44.22%-30.5pp | 4252.32%-4238.6pp | 160.75%-147.1pp |
| Employer contribution / active EE | $768 | $670+14.7% | $1,053-27.1% | $2,671-71.2% |
| Participant deferral / active EE | $1,642 | $1,202+36.6% | $1,922-14.6% | $4,126-60.2% |
| Admin fee / account holder | $3 | $1,727-99.8% | $2,486-99.9% | $5,651-100.0% |