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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,521 | $69,708-72.0% | $67,560-71.1% | $74,478-73.8% |
| Participation rate | 61.2% | 71.4%-10.2pp | 72.9%-11.7pp | 67.2%-6.0pp |
| Annual return | 13.62% | -40.67%+54.3pp | 3533.50%-3519.9pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $634 | $2,715-76.6% | $2,737-76.8% | $2,626-75.8% |
| Participant deferral / active EE | $1,871 | $3,637-48.5% | $4,004-53.3% | $4,350-57.0% |
| Admin fee / account holder | $122 | $887-86.3% | $3,994-96.9% | $1,946-93.7% |