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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,536 | $37,196-42.1% | $154,111-86.0% | $55,725-61.4% |
| Participation rate | 9.7% | 64.1%-54.4pp | 83.0%-73.4pp | 70.9%-61.2pp |
| Annual return | -4.82% | 1319.68%-1324.5pp | 735.18%-740.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $172 | $2,068-91.7% | $5,081-96.6% | $3,356-94.9% |
| Admin fee / account holder | $22 | $102-78.5% | $13,411-99.8% | $115-81.1% |