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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,320 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,860 | $47,977-83.6% | $154,108-94.9% | $56,289-86.0% |
| Participation rate | 76.8% | 66.2%+10.6pp | 83.0%-6.3pp | 69.9%+6.9pp |
| Annual return | 12.12% | 3.54%+8.6pp | 735.21%-723.1pp | -9.96%+22.1pp |
| Employer contribution / active EE | $1,303 | $2,169-39.9% | $5,298-75.4% | $2,111-38.3% |
| Participant deferral / active EE | $1,898 | $2,392-20.6% | $5,081-62.6% | $3,350-43.3% |
| Admin fee / account holder | $12 | $438-97.3% | $13,411-99.9% | $521-97.7% |