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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $90,457 | $39,028+131.8% | $80,741+12.0% | $85,856+5.4% |
| Participation rate | 28.0% | 41.6%-13.6pp | 54.2%-26.2pp | 69.3%-41.3pp |
| Annual return | 10.55% | 26.31%-15.8pp | 87.30%-76.8pp | 318.58%-308.0pp |
| Employer contribution / active EE | $187 | $722-74.1% | $1,160-83.9% | $2,565-92.7% |
| Participant deferral / active EE | $1,853 | $1,326+39.8% | $2,145-13.6% | $3,952-53.1% |
| Admin fee / account holder | $85 | $2,429-96.5% | $3,380-97.5% | $6,261-98.6% |