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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,345 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,522 | $63,442-78.7% | $68,791-80.3% | $66,914-79.8% |
| Participation rate | 93.2% | 60.0%+33.2pp | 69.0%+24.2pp | 69.8%+23.4pp |
| Annual return | -22.57% | -8.29%-14.3pp | -6.38%-16.2pp | 1.58%-24.2pp |
| Employer contribution / active EE | $450 | $1,775-74.7% | $2,655-83.1% | $2,544-82.3% |
| Participant deferral / active EE | $1,876 | $2,945-36.3% | $3,941-52.4% | $4,237-55.7% |
| Admin fee / account holder | $50 | $577-91.3% | $4,932-99.0% | $593-91.5% |