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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 | $69,774-72.0% | $67,561-71.1% | $74,429-73.8% |
| Participation rate | 61.2% | 71.4%-10.1pp | 72.9%-11.7pp | 67.2%-6.0pp |
| Annual return | 13.62% | -40.53%+54.1pp | 3525.44%-3511.8pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $634 | $2,710-76.6% | $2,735-76.8% | $2,625-75.8% |
| Participant deferral / active EE | $1,871 | $3,636-48.5% | $4,003-53.3% | $4,348-57.0% |
| Admin fee / account holder | $122 | $890-86.3% | $4,006-97.0% | $1,944-93.7% |